Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,814,107
+$585,436 QoQ
Shares Held
11,276
+5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#907
of 2,990 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, 2026Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. AXP ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,346 | $8,695,958 | |
| 2 | MA |
Mastercard Inc
|
13,485 | $6,925,895 | |
| 3 | AXP |
American Express Co
This page
|
11,276 | $3,814,107 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
41,855 | $3,413,275 | |
| 5 | COF |
Capital One Financial Corp
|
12,296 | $2,466,822 | |
| 6 | SYF |
Synchrony Financial
|
10,808 | $821,947 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
38,730 | $694,428 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
10,608 | $458,053 |
All Filings in AXP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,814,107 | 11,276 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $3,228,671 | 10,674 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,641,047 | 9,842 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,873,848 | 8,652 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,117,070 | 6,637 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,385,876 | 5,151 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,613,053 | 5,435 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,244,536 | 4,589 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $996,128 | 4,302 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $726,786 | 3,192 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $511,438 | 2,730 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $271,227 | 1,818 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $231,511 | 1,329 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||