Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,103
+$751 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,946
of 2,990 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $1,000,453 across 7 Credit Services names. AXP ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,147 | $736,614 | |
| 2 | WU |
Western Union CO
|
30,736 | $236,667 | |
| 3 | MA |
Mastercard Inc
|
30 | $15,408 | |
| 4 | AXP |
American Express Co
This page
|
21 | $7,103 | |
| 5 | COF |
Capital One Financial Corp
|
12 | $2,407 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
80 | $1,434 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
19 | $820 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,103 | 21 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,352 | 21 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,768 | 21 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,975 | 21 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,698 | 21 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,685 | 36 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,684 | 36 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||