Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$271,953
+$9,098 QoQ
Shares Held
804
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,444
of 2,990 holders
Holding Since
Jun 2025
5 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, 2026Atlas Wealth LLC holds $1,634,295 across 4 Credit Services names. AXP ranks #2 (16.6% of the industry book) .
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,953 | 804 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $262,855 | 869 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $345,533 | 934 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $310,237 | 934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $297,927 | 934 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||