Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,735
-$27,327 QoQ
Shares Held
14
-86.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,957
of 2,990 holders
Holding Since
Dec 2024
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, 2026Whipplewood Advisors, LLC holds $60,111 across 3 Credit Services names. AXP ranks #3 (7.9% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,735 | 14 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,062 | 106 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,479 | 4 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $77,828 | 244 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $8,070 | 283 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $58,169 | 196 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||