Position in AXP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$750,150
-$167,326 QoQ
Shares Held
2,480
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $866,733 across 5 Credit Services names. AXP ranks #1 (86.5% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,150 | 2,480 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $917,476 | 2,480 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $878,895 | 2,646 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $844,021 | 2,646 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $723,744 | 2,690 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $782,635 | 2,637 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $715,154 | 2,637 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $629,584 | 2,719 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $609,070 | 2,675 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $501,134 | 2,675 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $429,518 | 2,879 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $501,521 | 2,879 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||