Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$478,962
+$50,651 QoQ
Shares Held
1,416
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,043
of 2,990 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $2,185,464 across 4 Credit Services names. AXP ranks #2 (21.9% 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 | $478,962 | 1,416 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $428,311 | 1,416 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $523,849 | 1,416 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $470,338 | 1,416 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $451,675 | 1,416 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $380,974 | 1,416 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $420,254 | 1,416 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $424,699 | 1,566 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $372,332 | 1,608 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $366,125 | 1,608 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $314,356 | 1,678 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $280,178 | 1,878 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $327,147 | 1,878 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $309,776 | 1,878 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $277,474 | 1,878 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||