Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$83,182
+$69,124 QoQ
Shares Held
275
+623.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $19,119,389 across 4 Credit Services names. AXP ranks #4 (0.4% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,182 | 275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,058 | 38 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,622 | 38 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||