Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,314,717
-$145,350 QoQ
Shares Held
12,756
-13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#858
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, 2026SUMITOMO LIFE INSURANCE CO holds $37,548,891 across 5 Credit Services names. AXP ranks #3 (11.5% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,314,717 | 12,756 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,460,067 | 14,745 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,661,344 | 15,303 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,054,146 | 15,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,956,630 | 15,539 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,033,925 | 18,710 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,615,563 | 18,921 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,208,938 | 19,207 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,369,348 | 18,870 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,437,678 | 19,490 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,761,412 | 20,078 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,119,264 | 20,908 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,580,506 | 20,554 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,540,816 | 21,466 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,191,991 | 21,604 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,866,028 | 21,244 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,151,664 | 22,736 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,173,092 | 22,316 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,703,904 | 22,640 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,912,663 | 23,355 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,156,388 | 19,103 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,223,841 | 22,793 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,851,299 | 23,582 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,734,719 | 27,279 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,707,488 | 28,440 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,667,350 | 31,157 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||