Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$21,647
+$1,986 QoQ
Shares Held
64
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,890
of 2,984 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Aspect Partners, LLC holds $187,640 across 7 Credit Services names. AXP ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
244 | $83,713 | |
| 2 | MA |
Mastercard Inc
|
92 | $47,250 | |
| 3 | AXP |
American Express Co
This page
|
64 | $21,647 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
837 | $15,007 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
148 | $12,069 | |
| 6 | COF |
Capital One Financial Corp
|
37 | $7,422 | |
| 7 | SYF |
Synchrony Financial
|
7 | $532 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,647 | 64 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $19,661 | 65 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $8,138 | 22 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $5,313 | 16 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,870 | 9 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,421 | 9 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $2,671 | 9 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,440 | 9 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $2,083 | 9 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $2,049 | 9 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $2,810 | 15 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||