Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,939,525
+$65,359 QoQ
Shares Held
5,734
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,203
of 2,990 holders
Holding Since
Mar 2021
19 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, 2026COZAD ASSET MANAGEMENT INC holds $2,374,870 across 2 Credit Services names. AXP ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
5,734 | $1,939,525 | |
| 2 | COF |
Capital One Financial Corp
|
2,170 | $435,345 |
All Filings in AXP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,525 | 5,734 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,874,166 | 6,196 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $2,207,121 | 5,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,821,897 | 5,485 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $1,342,290 | 4,989 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,114,743 | 3,756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $753,122 | 2,777 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $712,942 | 3,079 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $585,390 | 2,571 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $366,811 | 1,958 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $255,562 | 1,713 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $286,733 | 1,646 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $239,177 | 1,450 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $214,237 | 1,450 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $252,450 | 1,350 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $204,500 | 1,250 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $242,918 | 1,450 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $239,583 | 1,450 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $219,232 | 1,550 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||