Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,925,862
-$686,354 QoQ
Shares Held
8,650
-27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,024
of 2,998 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $3,294,683 across 2 Credit Services names. AXP ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
8,650 | $2,925,862 | |
| 2 | V |
Visa Inc.
|
1,075 | $368,821 |
All Filings in AXP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,925,862 | 8,650 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,612,216 | 11,942 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,200,067 | 8,650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,096,063 | 9,321 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,132,702 | 9,821 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||