Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$674,132
+$71,290 QoQ
Shares Held
1,993
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,812
of 2,990 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, 2026Wellington Grp LLC holds $6,373,352 across 5 Credit Services names. AXP ranks #4 (10.6% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,132 | 1,993 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $602,842 | 1,993 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $521,629 | 1,410 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||