Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,121,648
+$1,143,735 QoQ
Shares Held
18,098
+10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#734
of 2,990 holders
Holding Since
Mar 2026
2 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, 2026Vertrix Wealth Management, LLC holds $6,333,703 across 2 Credit Services names. AXP ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
18,098 | $6,121,648 | |
| 2 | COF |
Capital One Financial Corp
|
1,057 | $212,055 |
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,121,648 | 18,098 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,977,913 | 16,457 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||