Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,265,872,445
-$1,681,104,116 QoQ
Shares Held
4,184,979
-47.5% QoQ
Ownership
0.613%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 98.30156853833675.ToString("F0")%
None 1.6984314616632485.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$767,089
PutShares
2,536
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 Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $12,872,303,480 across 25 Credit Services names. AXP ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
13,001,582 | $6,496,370,458 | |
| 2 | V |
Visa Inc.
|
10,238,811 | $3,094,578,233 | |
| 3 | AXP |
American Express Co
This page
|
4,184,979 | $1,265,872,445 | |
| 4 | COF |
Capital One Financial Corp
|
5,220,615 | $952,396,792 | |
| 5 | ALLY |
Ally Financial Inc.
|
11,358,908 | $445,609,958 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
2,742,715 | $125,671,200 | |
| 7 | CACC |
Credit Acceptance Corp
|
258,898 | $109,632,946 | |
| 8 | JCAP |
Jefferson Capital, Inc. / DE
|
3,270,966 | $62,900,674 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $767,089 | 2,536 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,265,872,445 | 4,184,979 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,946,976,561 | 7,965,878 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,308,956,888 | 12,972,534 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,750,556,695 | 14,892,961 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,849,777,451 | 18,025,562 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,706,233,749 | 15,857,117 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,359,261,203 | 16,073,972 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,424,298,320 | 19,107,313 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,013,930,063 | 22,020,862 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,345,153,902 | 17,856,058 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,036,667,116 | 20,354,361 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,029,953,772 | 23,134,063 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,629,029,811 | 22,000,787 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,223,614,521 | 21,818,034 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,195,342,536 | 23,684,994 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,310,356,770 | 23,880,802 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,377,341,893 | 28,755,839 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,651,319,776 | 28,431,050 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,331,186,732 | 31,822,281 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,081,528,241 | 36,806,441 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,772,512,358 | 40,812,446 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,926,055,485 | 40,741,506 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,703,475,495 | 36,942,399 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,858,902,549 | 30,030,489 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,098,212,882 | 36,189,848 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||