Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$138,682
+$14,666 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,749
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026BIRCHBROOK, INC. holds $143,000 across 2 Credit Services names. AXP ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
410 | $138,682 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
100 | $4,318 |
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,682 | 410 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $124,016 | 410 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $151,679 | 410 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $136,185 | 410 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $130,781 | 410 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $110,310 | 410 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $121,683 | 410 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $133,430 | 492 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $113,922 | 492 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $112,023 | 492 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $100,039 | 534 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||