Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,200,316
+$233,592 QoQ
Shares Held
6,505
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,143
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LEE DANNER & BASS INC holds $26,108,850 across 5 Credit Services names. AXP ranks #2 (8.4% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,200,316 | 6,505 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,966,724 | 6,502 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,405,414 | 6,502 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,159,704 | 6,502 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,085,172 | 6,537 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,758,779 | 6,537 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,940,116 | 6,537 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,699,068 | 6,265 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,398,562 | 6,040 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,203,284 | 6,423 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,077,599 | 7,223 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,258,246 | 7,223 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,189,454 | 7,211 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,065,425 | 7,211 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $972,836 | 7,211 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $999,588 | 7,211 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,348,457 | 7,211 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,111,334 | 6,793 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,138,031 | 6,793 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,122,407 | 6,793 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $960,801 | 6,793 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $821,341 | 6,793 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $680,998 | 6,793 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $646,693 | 6,793 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $600,468 | 7,014 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||