Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,794
+$8,425 QoQ
Shares Held
26
+2500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,937
of 2,988 holders
Holding Since
Dec 2024
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, 2026Clark Wealth Partners holds $177,336 across 6 Credit Services names. AXP ranks #4 (5.0% of the industry book) .
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,794 | 26 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $369 | 1 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $332 | 1 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $7,533 | 28 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $8,903 | 30 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||