Position in AXP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$60,496
-$13,494 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $538,684 across 3 Credit Services names. AXP ranks #3 (11.2% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,496 | 200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $73,990 | 200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,432 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,796 | 200 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $53,810 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $59,358 | 200 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||