Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$419,430
+$33,768 QoQ
Shares Held
1,240
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,134
of 2,988 holders
Holding Since
Mar 2021
21 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, 2026SMITH, MOORE & CO. holds $5,540,530 across 5 Credit Services names. AXP ranks #4 (7.6% of the industry book) .
All Filings in AXP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,430 | 1,240 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $385,662 | 1,275 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $631,504 | 1,707 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $600,545 | 1,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $496,970 | 1,558 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $453,887 | 1,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $577,256 | 1,945 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $553,519 | 2,041 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $488,570 | 2,110 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $434,887 | 1,910 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $279,511 | 1,492 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $208,691 | 1,198 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $300,373 | 1,821 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $273,485 | 1,851 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $215,586 | 1,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $221,376 | 1,597 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $298,639 | 1,597 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $264,541 | 1,617 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $253,305 | 1,512 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $258,584 | 1,565 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $221,212 | 1,564 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||