Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,932,084
+$109,038 QoQ
Shares Held
5,712
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,205
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $9,029,189 across 4 Credit Services names. AXP ranks #2 (21.4% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,084 | 5,712 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $1,823,046 | 6,027 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,225,988 | 6,017 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,991,962 | 5,997 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,912,922 | 5,997 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $1,621,294 | 6,026 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,779,255 | 5,995 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,625,572 | 5,994 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||