Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$590,584
+$62,454 QoQ
Shares Held
1,746
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,899
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, 2026Davis Investment Partners, LLC holds $868,581 across 2 Credit Services names. AXP ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
1,746 | $590,584 | |
| 2 | ALLY |
Ally Financial Inc.
|
6,050 | $277,997 |
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,584 | 1,746 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $528,130 | 1,746 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $645,562 | 1,745 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $579,619 | 1,745 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $658,693 | 2,065 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $555,588 | 2,065 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,316,742 | 7,806 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,172,583 | 8,011 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,845,221 | 7,969 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,577,208 | 6,927 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,309,131 | 6,988 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,011,359 | 6,779 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,106,344 | 6,351 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||