Position in AXP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$606,144
+$64,100 QoQ
Shares Held
1,792
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,876
of 2,990 holders
Holding Since
Jun 2020
24 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, 2026Whitener Capital Management, Inc. holds $14,426,467 across 4 Credit Services names. AXP ranks #4 (4.2% of the industry book) .
All Filings in AXP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,144 | 1,792 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $542,044 | 1,792 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $673,309 | 1,820 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $604,531 | 1,820 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $588,518 | 1,845 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $496,397 | 1,845 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $575,772 | 1,940 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $526,128 | 1,940 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $465,415 | 2,010 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $457,656 | 2,010 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $385,920 | 2,060 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $307,331 | 2,060 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $358,852 | 2,060 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $339,797 | 2,060 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $304,365 | 2,060 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $277,914 | 2,060 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $285,557 | 2,060 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $385,220 | 2,060 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $360,189 | 2,150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $355,244 | 2,150 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $304,096 | 2,150 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $259,956 | 2,150 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $215,537 | 2,150 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $204,680 | 2,150 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||