Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,706
+$892 QoQ
Shares Held
8
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,971
of 2,990 holders
Holding Since
Sep 2025
4 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, 2026Breakwater Investment Management holds $94,208 across 5 Credit Services names. AXP ranks #3 (2.9% of the industry book) .
All Filings in AXP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,706 | 8 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,814 | 6 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,849 | 5 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $996 | 3 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||