Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$299,351
-$17,648 QoQ
Shares Held
885
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,381
of 2,990 holders
Holding Since
Mar 2025
6 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, 2026SMART Wealth LLC holds $531,622 across 2 Credit Services names. AXP ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
885 | $299,351 | |
| 2 | V |
Visa Inc.
|
677 | $232,271 |
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,351 | 885 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $316,999 | 1,048 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $318,157 | 860 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $259,084 | 780 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $204,147 | 640 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,082,926 | 4,025 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||