Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$95,177,461
+$10,741,077 QoQ
Shares Held
281,382
+0.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#158
of 3,002 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $482,911,762 across 21 Credit Services names. AXP ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
585,985 | $201,045,593 | |
| 2 | MA |
Mastercard Inc
|
214,090 | $109,956,624 | |
| 3 | AXP |
American Express Co
This page
|
281,382 | $95,177,461 | |
| 4 | COF |
Capital One Financial Corp
|
189,589 | $38,035,345 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
531,211 | $9,524,613 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
173,849 | $7,506,799 | |
| 7 | WU |
Western Union CO
|
537,450 | $4,138,365 | |
| 8 | SEZL |
Sezzle Inc.
|
18,089 | $3,104,615 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,177,461 | 281,382 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $84,436,384 | 279,147 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $106,107,209 | 286,815 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $101,419,409 | 305,333 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $96,897,192 | 303,772 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $84,522,326 | 314,151 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $91,191,101 | 307,258 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $84,832,444 | 312,804 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $68,949,801 | 297,775 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $64,882,997 | 284,962 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,814,080 | 265,902 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $37,239,166 | 249,609 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $41,406,643 | 237,696 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $37,714,662 | 228,643 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $31,249,568 | 211,503 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,364,018 | 210,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,389,380 | 212,014 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $39,892,523 | 213,329 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $34,407,697 | 210,316 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $31,899,219 | 190,409 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $31,523,075 | 190,783 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $25,754,809 | 182,090 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $23,827,250 | 197,066 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,957,469 | 199,077 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $18,827,037 | 197,763 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,872,265 | 185,402 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||