Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$819,579
+$817,151 QoQ
Shares Held
2,423
+230.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,677
of 2,990 holders
Holding Since
Dec 2023
10 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, 2026LM Advisors LLC holds $7,187,690 across 5 Credit Services names. AXP ranks #4 (11.4% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,579 | 2,423 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,428 | 734 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,074 | 767 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $686,906 | 2,068 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $659,650 | 2,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $559,624 | 2,080 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $558,400 | 2,059 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $560,119 | 2,419 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,110,899 | 4,879 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,092,754 | 5,833 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||