Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$453,255
+$10,425 QoQ
Shares Held
1,340
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,087
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, 2026Richard W. Paul & Associates, LLC holds $1,969,338 across 4 Credit Services names. AXP ranks #2 (23.0% 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 | $453,255 | 1,340 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $442,830 | 1,464 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $551,225 | 1,490 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $534,777 | 1,610 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $517,066 | 1,621 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $438,820 | 1,631 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $490,000 | 1,651 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $470,260 | 1,734 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $411,001 | 1,775 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $409,386 | 1,798 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $350,887 | 1,873 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $288,979 | 1,937 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $350,663 | 2,013 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $337,320 | 2,045 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $322,684 | 2,184 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||