Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$171,492
+$19,648 QoQ
Shares Held
507
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,722
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $420,455 across 7 Credit Services names. AXP ranks #2 (40.8% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,492 | 507 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $151,844 | 502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $200,142 | 541 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $169,069 | 509 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $162,360 | 509 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $131,834 | 490 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $145,427 | 490 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||