Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$204,979
-$11,811 QoQ
Shares Held
606
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,670
of 2,990 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Lionshead Wealth Management, LLC holds $450,337 across 2 Credit Services names. AXP ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,223 | $245,358 | |
| 2 | AXP |
American Express Co
This page
|
606 | $204,979 |
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,979 | 606 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $216,790 | 586 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $214,243 | 645 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $205,742 | 645 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $368,613 | 1,242 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||