Colter Lewis Investment Partners LLC
Position in AXP — American Express Co
CIK 2107902
GREENWICH, CT
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,043,778
-$177,330 QoQ
Shares Held
11,955
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.23%
of 13F equity value
Holder Rank
#883
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, 2026Colter Lewis Investment Partners LLC holds $4,247,573 across 2 Credit Services names. AXP ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
11,955 | $4,043,778 | |
| 2 | V |
Visa Inc.
|
594 | $203,795 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,043,778 | 11,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,221,108 | 13,955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,867,701 | 23,970 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||