Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,628,890
+$816,738 QoQ
Shares Held
22,554
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#656
of 2,998 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $29,852,077 across 9 Credit Services names. AXP ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
38,884 | $13,340,711 | |
| 2 | AXP |
American Express Co
This page
|
22,554 | $7,628,890 | |
| 3 | MA |
Mastercard Inc
|
10,211 | $5,244,369 | |
| 4 | COF |
Capital One Financial Corp
|
8,462 | $1,697,646 | |
| 5 | SYF |
Synchrony Financial
|
8,633 | $656,539 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
5,561 | $453,499 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,788 | $422,645 | |
| 8 | ALLY |
Ally Financial Inc.
|
4,611 | $211,875 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,628,890 | 22,554 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,812,152 | 22,521 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,270,602 | 22,356 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,846,149 | 20,611 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,796,185 | 18,171 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,376,098 | 16,265 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,965,114 | 13,360 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||