Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$51,462,031
+$4,651,739 QoQ
Shares Held
152,142
-1.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#238
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $197,774,297 across 7 Credit Services names. AXP ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
129,425 | $66,472,680 | |
| 2 | AXP |
American Express Co
This page
|
152,142 | $51,462,031 | |
| 3 | SYF |
Synchrony Financial
|
390,079 | $29,665,507 | |
| 4 | COF |
Capital One Financial Corp
|
147,609 | $29,613,317 | |
| 5 | V |
Visa Inc.
|
43,987 | $15,091,499 | |
| 6 | SLM |
SLM Corp
|
109,285 | $2,834,852 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,010 | $2,634,411 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,462,031 | 152,142 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $46,810,292 | 154,755 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $57,422,529 | 155,217 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,803,475 | 158,970 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $52,348,764 | 164,113 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $44,466,431 | 165,272 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $49,086,394 | 165,391 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,829,003 | 168,986 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $40,400,844 | 174,480 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $40,771,992 | 179,068 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $34,805,898 | 185,790 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,487,213 | 184,243 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $32,727,650 | 187,874 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $30,847,299 | 187,010 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $28,041,177 | 189,788 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $25,367,262 | 188,031 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $25,747,417 | 185,741 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,834,921 | 186,283 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $31,515,249 | 192,636 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $32,555,434 | 194,326 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $32,841,114 | 198,760 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $29,365,489 | 207,618 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $25,864,583 | 213,916 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $21,946,028 | 218,913 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,037,772 | 220,985 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $18,926,401 | 221,077 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||