Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,172,446
+$384,186 QoQ
Shares Held
9,379
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#989
of 2,998 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $6,687,703 across 4 Credit Services names. AXP ranks #1 (47.4% 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 | $3,172,446 | 9,379 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,788,260 | 9,218 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,343,978 | 9,039 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,951,241 | 8,885 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,819,145 | 8,838 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,347,461 | 8,725 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,593,054 | 8,737 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,469,276 | 9,105 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||