Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$333,513
+$27,405 QoQ
Shares Held
986
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,310
of 2,990 holders
Holding Since
Mar 2024
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, 2026LRI Investments, LLC holds $12,030,888 across 21 Credit Services names. AXP ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,630 | $9,822,665 | |
| 2 | COF |
Capital One Financial Corp
|
3,618 | $725,842 | |
| 3 | MA |
Mastercard Inc
|
1,232 | $632,754 | |
| 4 | AXP |
American Express Co
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|
986 | $333,513 | |
| 5 | ATLCP |
Atlanticus Holdings Corp
|
2,500 | $255,625 | |
| 6 | ALLY |
Ally Financial Inc.
|
3,506 | $161,099 | |
| 7 | SYF |
Synchrony Financial
|
622 | $47,303 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
644 | $27,807 |
All Filings in AXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,513 | 986 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $306,108 | 1,012 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $216,789 | 586 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $193,648 | 583 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $220,095 | 690 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $205,284 | 763 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $199,145 | 671 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $181,974 | 671 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $137,077 | 592 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $91,303 | 401 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||