Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$67,988
+$7,190 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,820
of 2,998 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $3,751,495 across 4 Credit Services names. AXP ranks #4 (1.8% of the industry book) .
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,988 | 201 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $60,798 | 201 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $55,862 | 151 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $50,156 | 151 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $36,682 | 115 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||