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SmartHarvest Portfolios, LLC

Position in AXP — American Express Co

CIK 2066604 SEATTLE, WA

Position in AXP

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$551,723
-$334,307 QoQ
Shares Held
1,824
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026

SmartHarvest Portfolios, LLC holds $4,231,335 across 8 Credit Services names. AXP ranks #3 (13.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AXP
American Express Co
This page
1,824 $551,723

All Filings in AXP

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $551,723 1,824
2025-12-31 $886,030 2,395