Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$206,670
-$15,669 QoQ
Shares Held
611
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,660
of 2,990 holders
Holding Since
Mar 2020
23 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, 2026WEST PACES ADVISORS INC. holds $1,766,472 across 7 Credit Services names. AXP ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,969 | $1,018,634 | |
| 2 | COF |
Capital One Financial Corp
|
1,237 | $248,166 | |
| 3 | MA |
Mastercard Inc
|
475 | $243,960 | |
| 4 | AXP |
American Express Co
This page
|
611 | $206,670 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
653 | $28,196 | |
| 6 | SYF |
Synchrony Financial
|
272 | $20,685 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9 | $161 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,670 | 611 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $222,339 | 601 | Shares | Sole | 2026-01-21 | |
| 2025-03-31 | $146,632 | 545 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $161,750 | 545 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $146,448 | 540 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $128,510 | 555 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $132,970 | 584 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $95,918 | 512 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $74,147 | 497 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $86,577 | 497 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $89,402 | 542 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $57,918 | 392 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $56,797 | 421 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $58,359 | 421 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $81,719 | 437 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $74,438 | 455 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $73,210 | 437 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $72,205 | 437 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $59,546 | 421 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $38,328 | 317 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $31,779 | 317 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $30,178 | 317 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $27,138 | 317 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||