Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$49,046
+$5,187 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,840
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, 2026High Point Wealth Management, LLC holds $897,953 across 4 Credit Services names. AXP ranks #3 (5.5% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,046 | 145 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $43,859 | 145 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $53,642 | 145 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||