Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$242,187
+$25,612 QoQ
Shares Held
716
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,536
of 2,990 holders
Holding Since
Mar 2025
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 Jun 30, 2026Strategies Wealth Advisors, LLC holds $730,855 across 3 Credit Services names. AXP ranks #2 (33.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,187 | 716 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $216,575 | 716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $302,989 | 819 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $752,010 | 2,264 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $652,952 | 2,047 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $210,397 | 782 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||