Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$713,369
+$75,439 QoQ
Shares Held
2,109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,774
of 2,990 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Philip James Wealth Mangement, LLC holds $18,891,370 across 6 Credit Services names. AXP ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
283,951 | $12,261,004 | |
| 2 | ALLY |
Ally Financial Inc.
|
109,742 | $5,042,644 | |
| 3 | AXP |
American Express Co
This page
|
2,109 | $713,369 | |
| 4 | MA |
Mastercard Inc
|
638 | $327,676 | |
| 5 | SYF |
Synchrony Financial
|
4,036 | $306,937 | |
| 6 | COF |
Capital One Financial Corp
|
1,195 | $239,740 |
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,369 | 2,109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $637,930 | 2,109 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $780,224 | 2,109 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $700,525 | 2,109 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $674,961 | 2,116 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $569,309 | 2,116 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $626,820 | 2,112 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $569,520 | 2,100 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||