Position in AXP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$910,907
+$96,934 QoQ
Shares Held
2,693
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,616
of 2,990 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fortune Financial Advisors, LLC holds $9,111,533 across 4 Credit Services names. AXP ranks #4 (10.0% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,907 | 2,693 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $813,973 | 2,691 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,031,790 | 2,789 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $927,058 | 2,791 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $891,549 | 2,795 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $760,873 | 2,828 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $762,453 | 2,569 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $709,188 | 2,615 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $638,151 | 2,756 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $633,433 | 2,782 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $532,420 | 2,842 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $424,296 | 2,844 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $494,031 | 2,836 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||