Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$25,707
+$2,719 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,884
of 2,990 holders
Holding Since
Jun 2020
25 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, 2026VALLEY WEALTH MANAGERS, INC. holds $2,569,759 across 5 Credit Services names. AXP ranks #3 (1.0% of the industry book) .
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,707 | 76 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $22,988 | 76 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,116 | 76 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $25,244 | 76 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,569 | 30 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,071 | 30 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,903 | 30 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,136 | 30 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $24,312 | 105 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $23,907 | 105 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,670 | 105 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,664 | 105 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,291 | 105 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $17,319 | 105 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $15,513 | 105 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,165 | 105 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,555 | 105 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $346,885 | 1,855 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $303,478 | 1,855 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $310,767 | 1,855 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $323,024 | 1,955 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $276,515 | 1,955 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $236,378 | 1,955 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $211,025 | 2,105 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $200,396 | 2,105 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||