Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$659,249
+$69,716 QoQ
Shares Held
1,949
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,826
of 2,990 holders
Holding Since
Jun 2025
5 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, 2026Tripletail Wealth Management, LLC holds $853,437 across 2 Credit Services names. AXP ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
1,949 | $659,249 | |
| 2 | V |
Visa Inc.
|
566 | $194,188 |
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,249 | 1,949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $589,533 | 1,949 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $723,252 | 1,955 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $649,372 | 1,955 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $623,605 | 1,955 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||