Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,245,774
+$47,046 QoQ
Shares Held
3,683
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.04%
of 13F equity value
Holder Rank
#1,469
of 2,990 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Clayton Financial Group LLC holds $1,245,774 across 1 Credit Services name. AXP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
3,683 | $1,245,774 |
All Filings in AXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,774 | 3,683 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,198,728 | 3,963 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,466,111 | 3,963 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,223,345 | 3,683 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||