OFI INVEST ASSET MANAGEMENT
Position in AXP — American Express Co
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$59,209,647
+$14,556,945 QoQ
Shares Held
175,047
+18.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#217
of 2,998 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OFI INVEST ASSET MANAGEMENT holds $291,018,569 across 5 Credit Services names. AXP ranks #3 (20.3% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,209,647 | 175,047 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $44,652,702 | 147,622 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $49,396,093 | 133,521 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $57,275,677 | 172,434 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $56,219,587 | 176,248 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,902,502 | 44,239 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,895,317 | 67,035 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $14,350,311 | 61,975 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,222,428 | 62,464 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,775,422 | 57,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,555,300 | 57,345 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||