Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,968,143
+$202,266 QoQ
Shares Held
8,775
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,017
of 2,998 holders
Holding Since
Sep 2024
6 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, 2026GC Wealth Management RIA, LLC holds $35,065,186 across 4 Credit Services names. AXP ranks #4 (8.5% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,968,143 | 8,775 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,765,877 | 9,144 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,341,018 | 9,031 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,955,029 | 11,907 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,712,922 | 5,370 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $762,072 | 2,810 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||