Position in AXP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$344,338
-$14,100 QoQ
Shares Held
1,018
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,273
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, 2026AGH Wealth Advisors, LLC holds $2,137,491 across 4 Credit Services names. AXP ranks #3 (16.1% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,338 | 1,018 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $358,438 | 1,185 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $439,870 | 1,189 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $394,938 | 1,189 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $372,887 | 1,169 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $298,914 | 1,111 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $337,153 | 1,136 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||