Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$32,472
-$2,918 QoQ
Shares Held
96
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,873
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $975,282 across 7 Credit Services names. AXP ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,584 | $543,454 | |
| 2 | SYF |
Synchrony Financial
|
2,191 | $166,625 | |
| 3 | MA |
Mastercard Inc
|
302 | $155,107 | |
| 4 | COF |
Capital One Financial Corp
|
309 | $61,991 | |
| 5 | AXP |
American Express Co
This page
|
96 | $32,472 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
360 | $15,544 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
5 | $89 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,472 | 96 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,390 | 117 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,226 | 79 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||