Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,017,187,359
+$295,872,895 QoQ
Shares Held
5,963,599
+4.8% QoQ
Ownership
0.883%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#15
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Jun 30, 2026CallValue
$676,500
CallShares
2,000
PutValue
$913,275
PutShares
2,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $9,708,431,186 across 43 Credit Services names. AXP ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,864,137 | $4,756,646,762 | |
| 2 | MA |
Mastercard Inc
|
4,358,377 | $2,238,462,425 | |
| 3 | AXP |
American Express Co
This page
|
5,963,599 | $2,017,187,359 | |
| 4 | COF |
Capital One Financial Corp
|
1,398,276 | $280,522,129 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
5,885,387 | $105,524,986 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
190,100 | $41,122,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
923,757 | $39,887,825 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
389,630 | $31,774,325 |
All Filings in AXP
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,187,359 | 5,963,599 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $913,275 | 2,700 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $676,500 | 2,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $1,721,314,464 | 5,690,672 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $877,192 | 2,900 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $1,989,870,409 | 5,378,755 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $1,035,860 | 2,800 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $33,216 | 100 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,662,676,038 | 5,005,648 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,898 | 100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,214,764,833 | 3,808,279 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $455,492,768 | 1,692,967 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $508,319,650 | 1,712,725 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $385,827 | 1,300 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $352,560 | 1,300 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $464,920,327 | 1,714,308 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $301,015 | 1,300 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $384,934,508 | 1,662,425 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $378,293,955 | 1,661,443 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $295,997 | 1,300 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $289,111,141 | 1,543,243 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $243,542 | 1,300 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $193,947 | 1,300 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $236,147,477 | 1,582,864 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $280,976,759 | 1,612,955 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $286,447,879 | 1,736,574 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $248,978,547 | 1,685,134 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $188,874 | 1,400 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $235,927,233 | 1,748,775 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $236,836,288 | 1,708,529 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $1,940 | 14 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $342,594,098 | 1,832,054 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $299,200 | 1,600 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $315,254,089 | 1,926,981 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $293,294,768 | 1,750,700 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $274,725,275 | 1,662,684 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,144,000 | 100,000 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $251,456,414 | 1,777,831 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $14,144,000 | 100,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $256,224,127 | 2,119,131 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $3,000 | 35,000 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $231,000 | 35,000 | Call | Defined | 2021-02-09 | |
| 2020-09-30 | $217,000 | 35,000 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $204,903,882 | 2,043,929 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $221,008,512 | 2,321,518 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $17,000 | 26,400 | Call | Defined | 2020-08-13 | |
| 2020-06-30 | $492,000 | 47,100 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $3,000 | 16,600 | Call | Defined | 2020-05-14 | |
| 2020-03-31 | $245,828,940 | 2,871,498 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||