Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$771,886
+$36,255 QoQ
Shares Held
2,282
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,722
of 2,990 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $7,380,557 across 4 Credit Services names. AXP ranks #3 (10.5% of the industry book) .
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,886 | 2,282 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $735,631 | 2,432 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||