Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,122,313
+$196,120 QoQ
Shares Held
3,318
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,522
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $7,325,803 across 5 Credit Services names. AXP ranks #3 (15.3% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,313 | 3,318 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $926,193 | 3,062 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,140,555 | 3,083 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,008,105 | 3,035 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $941,628 | 2,952 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $640,339 | 2,380 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $701,611 | 2,364 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $552,434 | 2,037 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $454,764 | 1,964 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $393,220 | 1,727 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $327,470 | 1,748 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||