Annis Gardner Whiting Capital Advisors, LLC
Position in AXP — American Express Co
CIK 1998414
TAMPA, FL
Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$506,360
+$186,337 QoQ
Shares Held
1,497
+41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,015
of 2,988 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,458,206 across 5 Credit Services names. AXP ranks #5 (6.8% of the industry book) .
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,360 | 1,497 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,023 | 1,058 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $375,129 | 1,014 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $268,717 | 809 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $263,158 | 825 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $159,546 | 593 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $181,635 | 612 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $135,328 | 499 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $266,514 | 1,151 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $255,923 | 1,124 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $87,862 | 469 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $69,522 | 466 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||