Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,389,869
+$277,046 QoQ
Shares Held
4,109
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
#1,388
of 2,990 holders
Holding Since
Sep 2025
4 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, 2026Portus Wealth Advisors, LLC holds $1,389,869 across 1 Credit Services name. AXP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
4,109 | $1,389,869 |
All Filings in AXP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389,869 | 4,109 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,112,823 | 3,679 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,381,393 | 3,734 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,181,493 | 3,557 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||