Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,333,043
+$139,155 QoQ
Shares Held
3,941
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,422
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, 2026Trueblood Wealth Management, LLC holds $4,328,382 across 4 Credit Services names. AXP ranks #2 (30.8% 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 | $1,333,043 | 3,941 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,193,888 | 3,947 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,546,391 | 4,180 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,353,884 | 4,076 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,279,428 | 4,011 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,047,680 | 3,894 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $999,291 | 3,367 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $822,820 | 3,034 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $599,482 | 2,589 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $471,773 | 2,072 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $358,568 | 1,914 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||