Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,766,679
+$271,823 QoQ
Shares Held
5,223
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,243
of 2,984 holders
Holding Since
Dec 2023
7 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, 2026Turtle Creek Wealth Advisors, LLC holds $32,120,962 across 5 Credit Services names. AXP ranks #4 (5.5% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,679 | 5,223 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,494,856 | 4,942 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,567,848 | 4,238 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,151,266 | 3,466 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $563,637 | 1,767 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $220,756 | 814 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $73,624 | 393 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||