Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,515
New position
Shares Held
37
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,919
of 2,990 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $424,147 across 7 Credit Services names. AXP ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,054 | $361,616 | |
| 2 | MA |
Mastercard Inc
|
79 | $40,574 | |
| 3 | AXP |
American Express Co
This page
|
37 | $12,515 | |
| 4 | ALLY |
Ally Financial Inc.
|
78 | $3,584 | |
| 5 | COF |
Capital One Financial Corp
|
15 | $3,009 | |
| 6 | SYF |
Synchrony Financial
|
21 | $1,597 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
29 | $1,252 |
All Filings in AXP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,515 | 37 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||