Position in AXP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$380,217
+$87,957 QoQ
Shares Held
1,257
+59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Gibbs Wealth Management holds $11,670,241 across 5 Credit Services names. AXP ranks #5 (3.3% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,217 | 1,257 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $292,260 | 790 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $291,968 | 879 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $323,126 | 1,013 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $235,149 | 874 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $246,038 | 829 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $208,281 | 768 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||