Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$280,747
+$29,689 QoQ
Shares Held
830
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,422
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $22,688,572 across 4 Credit Services names. AXP ranks #4 (1.2% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,747 | 830 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $251,058 | 830 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $307,058 | 830 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $274,696 | 827 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $314,195 | 985 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $260,709 | 969 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $253,755 | 855 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $689,390 | 2,542 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||