Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$88,621
+$7,557 QoQ
Shares Held
262
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,795
of 2,998 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, 2026Quest 10 Wealth Builders, Inc. holds $304,244 across 5 Credit Services names. AXP ranks #2 (29.1% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,621 | 262 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $81,064 | 268 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $99,886 | 270 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $89,351 | 269 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $112,599 | 353 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $72,374 | 269 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $84,287 | 284 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||