Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$792,181
+$83,773 QoQ
Shares Held
2,342
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,705
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, 2026Millstone Evans Group, LLC holds $2,237,529 across 7 Credit Services names. AXP ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,470 | $847,432 | |
| 2 | AXP |
American Express Co
This page
|
2,342 | $792,181 | |
| 3 | MA |
Mastercard Inc
|
695 | $356,952 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,660 | $114,858 | |
| 5 | COF |
Capital One Financial Corp
|
544 | $109,137 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
76 | $15,144 | |
| 7 | SYF |
Synchrony Financial
|
24 | $1,825 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,181 | 2,342 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $708,408 | 2,342 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $866,422 | 2,342 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $807,148 | 2,430 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $761,405 | 2,387 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $642,222 | 2,387 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $730,696 | 2,462 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||