Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$169,788,980
+$56,211,371 QoQ
Shares Held
561,323
+82.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.27122708315889.ToString("F0")%
Shared 1.7287729168411057.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2024CallValue
$860,691
CallShares
2,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026TORONTO DOMINION BANK holds $680,020,883 across 9 Credit Services names. AXP ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
706,709 | $213,595,726 | |
| 2 | AXP |
American Express Co
This page
|
561,323 | $169,788,980 | |
| 3 | MA |
Mastercard Inc
|
338,960 | $169,364,751 | |
| 4 | COF |
Capital One Financial Corp
|
253,446 | $46,236,152 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
773,218 | $34,972,648 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
2,194,032 | $34,841,226 | |
| 7 | SYF |
Synchrony Financial
|
141,310 | $9,611,906 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
35,089 | $1,607,777 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169,788,980 | 561,323 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $113,577,609 | 307,008 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $111,353,649 | 335,241 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $116,534,238 | 365,334 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $94,904,695 | 352,740 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $60,248,962 | 203,002 | Shares | Defined | 2025-02-19 | |
| 2024-12-31 | $860,691 | 2,900 | Call | Sole | 2025-02-19 | |
| 2024-09-30 | $81,673,234 | 301,155 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $54,564,292 | 235,648 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $82,893,502 | 364,063 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $70,112,929 | 374,255 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $57,887,956 | 388,015 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $107,279,327 | 615,840 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $130,374,168 | 790,386 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $64,333,155 | 435,419 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $40,150,294 | 297,608 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $51,294,388 | 370,036 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $71,928,428 | 384,644 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $123,470,063 | 754,707 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $64,708,460 | 386,250 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $74,119,863 | 448,586 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $67,615,672 | 478,052 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $61,901,565 | 511,964 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $40,303,607 | 402,031 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $37,767,076 | 396,713 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $34,136,986 | 398,750 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||