Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,319,851
+$152,279 QoQ
Shares Held
3,902
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,427
of 2,990 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, 2026Gratus Wealth Advisors, LLC holds $4,693,348 across 4 Credit Services names. AXP ranks #1 (28.1% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,319,851 | 3,902 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,167,572 | 3,860 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,434,666 | 3,878 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,232,977 | 3,712 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,175,122 | 3,684 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $999,251 | 3,714 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,100,794 | 3,709 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,008,050 | 3,717 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $832,653 | 3,596 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $792,361 | 3,480 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $313,794 | 1,675 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||