Position in AXP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$516,030
-$197,973 QoQ
Shares Held
1,706
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $14,650,715 across 12 Credit Services names. AXP ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,768 | $11,112,760 | |
| 2 | COF |
Capital One Financial Corp
|
10,538 | $1,922,447 | |
| 3 | MA |
Mastercard Inc
|
1,739 | $868,908 | |
| 4 | AXP |
American Express Co
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|
1,706 | $516,030 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
9,090 | $144,349 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,355 | $61,286 | |
| 7 | WU |
Western Union CO
|
1,000 | $8,730 | |
| 8 | KLAR |
Klarna Group plc
|
500 | $6,545 |
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,030 | 1,706 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $714,003 | 1,930 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $620,807 | 1,869 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $583,414 | 1,829 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $490,209 | 1,822 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $569,540 | 1,919 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $497,109 | 1,833 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $389,235 | 1,681 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $385,934 | 1,695 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $314,169 | 1,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $294,053 | 1,971 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $291,088 | 1,671 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $359,755 | 2,181 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $291,215 | 1,971 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||