Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,309
+$8,605 QoQ
Shares Held
63
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,892
of 2,984 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, 2026Valued Wealth Advisors LLC holds $338,674 across 14 Credit Services names. AXP ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
437 | $149,930 | |
| 2 | MA |
Mastercard Inc
|
118 | $60,604 | |
| 3 | COF |
Capital One Financial Corp
|
189 | $37,917 | |
| 4 | BFH |
Bread Financial Holdings, Inc.
|
229 | $24,812 | |
| 5 | AXP |
American Express Co
This page
|
63 | $21,309 | |
| 6 | SYF |
Synchrony Financial
|
181 | $13,765 | |
| 7 | SLM |
SLM Corp
|
340 | $8,819 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
152 | $6,563 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,309 | 63 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,704 | 42 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,347 | 55 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,954 | 39 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,526 | 33 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,878 | 33 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,058 | 44 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,916 | 55 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $12,040 | 52 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,335 | 41 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,306 | 39 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||