Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,594,172
+$299,861 QoQ
Shares Held
4,713
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,307
of 2,988 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $16,277,812 across 5 Credit Services names. AXP ranks #3 (9.8% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,172 | 4,713 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $1,294,311 | 4,279 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,439,845 | 3,892 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $1,145,619 | 3,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $999,364 | 3,133 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $868,492 | 3,228 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $883,543 | 2,977 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $821,735 | 3,030 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $665,011 | 2,872 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $703,562 | 3,090 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $644,636 | 3,441 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $562,147 | 3,768 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $608,829 | 3,495 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||