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Advisors Asset Management, Inc.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on AXP, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 101,475 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,475 shares
    Change vs previous 13F -678 shares

    0.52% of the 13F portfolio, value $34,323,919.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,153 shares
    Change vs previous 13F -3,682 shares

    0.51% of the 13F portfolio, value $30,899,239.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 105,835 shares
    Change vs previous 13F -3,384 shares

    0.66% of the 13F portfolio, value $39,153,658.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 109,219 shares
    Change vs previous 13F -4,972 shares

    0.62% of the 13F portfolio, value $36,278,183.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 114,191 shares
    Change vs previous 13F -9,186 shares

    0.65% of the 13F portfolio, value $36,424,645.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 123,377 shares
    Change vs previous 13F -5,308 shares

    0.62% of the 13F portfolio, value $33,194,582.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 128,685 shares
    Change vs previous 13F -3,513 shares

    0.7% of the 13F portfolio, value $38,192,421.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 132,198 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $35,852,098.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).