Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,835,755
+$405,632 QoQ
Shares Held
11,340
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#903
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026LOWE BROCKENBROUGH & CO INC holds $15,721,394 across 4 Credit Services names. AXP ranks #2 (24.4% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,835,755 | 11,340 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,430,123 | 11,340 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,216,320 | 11,397 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,783,634 | 11,391 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,649,450 | 11,441 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,081,429 | 11,453 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,457,900 | 11,651 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,167,073 | 11,678 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,075,382 | 8,963 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,086,323 | 9,163 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,179,138 | 11,632 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,710,015 | 11,462 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,008,874 | 11,532 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,904,842 | 11,548 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,718,628 | 11,632 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,573,320 | 11,662 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,616,586 | 11,662 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,194,819 | 11,737 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,920,173 | 11,737 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,966,299 | 11,737 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,966,237 | 11,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,684,550 | 11,910 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,563,849 | 12,934 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,181,145 | 11,782 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,045,486 | 10,982 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $948,901 | 11,084 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||