Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$773,577
-$65,099 QoQ
Shares Held
2,287
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,721
of 2,990 holders
Holding Since
Dec 2023
10 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, 2026Quantum Portfolio Management LLC holds $2,231,879 across 5 Credit Services names. AXP ranks #2 (34.7% of the industry book) .
All Filings in AXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,577 | 2,287 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $838,676 | 2,267 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,062,579 | 3,199 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $408,294 | 1,280 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $486,980 | 1,810 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $781,744 | 2,634 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $724,917 | 2,673 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $348,945 | 1,507 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $738,854 | 3,245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $565,204 | 3,017 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||