Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,905,700
+$202,133 QoQ
Shares Held
5,634
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,216
of 2,990 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Olistico Wealth, LLC holds $3,216,360 across 5 Credit Services names. AXP ranks #1 (59.3% of the industry book) .
All Filings in AXP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,905,700 | 5,634 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,703,567 | 5,632 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,790,188 | 4,839 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,472,133 | 4,432 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,412,124 | 4,427 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,054,406 | 3,919 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,135,221 | 3,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,020,525 | 3,763 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $822,465 | 3,552 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $716,085 | 3,145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $401,094 | 2,141 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $259,888 | 1,742 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $303,456 | 1,742 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $287,013 | 1,740 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $220,590 | 1,493 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||