Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,139,902
+$121,452 QoQ
Shares Held
3,370
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,522
of 3,002 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $5,421,062 across 21 Credit Services names. AXP ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,808 | $2,335,756 | |
| 2 | MA |
Mastercard Inc
|
2,318 | $1,190,524 | |
| 3 | AXP |
American Express Co
This page
|
3,370 | $1,139,902 | |
| 4 | COF |
Capital One Financial Corp
|
1,845 | $370,143 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,825 | $78,803 | |
| 6 | SYF |
Synchrony Financial
|
739 | $56,200 | |
| 7 | ENVA |
Enova International, Inc.
|
197 | $47,423 | |
| 8 | ALLY |
Ally Financial Inc.
|
960 | $44,112 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,902 | 3,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,018,450 | 3,367 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $1,248,211 | 3,374 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||