Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,886,044
+$1,096,586 QoQ
Shares Held
44,009
-3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#475
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. AXP ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
This page
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
13,860 | $248,509 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,886,044 | 44,009 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,789,458 | 45,588 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,597,781 | 47,568 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,750,362 | 47,418 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,013,112 | 47,066 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,582,661 | 46,767 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,730,510 | 42,894 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,728,772 | 46,935 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,725,859 | 46,322 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,730,061 | 29,558 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,614,017 | 29,967 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,802,873 | 32,193 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,400,722 | 31,003 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,182,875 | 19,296 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,752,582 | 18,630 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,478,026 | 18,368 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,647,503 | 19,099 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,497,835 | 18,705 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,850,402 | 17,423 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,969,134 | 17,723 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,107,315 | 18,806 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,739,127 | 19,366 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,488,448 | 20,581 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,015,225 | 20,102 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,747,662 | 28,862 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,622,823 | 18,956 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||