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Alphinity Investment Management Pty Ltd: AXP position timeline

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

Alphinity Investment Management Pty Ltd held 507,205 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,205 shares
    Change vs previous 13F -39,795 shares

    2.86% of the 13F portfolio, value $171,562,092.

    13F-HR 0001172661-26-002915 filed by Alphinity Investment Management Pty Ltd
    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 547,000 shares
    Change vs previous 13F -369,149 shares

    2.91% of the 13F portfolio, value $165,456,560.

    13F-HR 0001172661-26-001668 filed by Alphinity Investment Management Pty Ltd
    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 916,149 shares
    Change vs previous 13F +128,637 shares

    3.43% of the 13F portfolio, value $338,929,323.

    13F-HR 0001172661-26-000341 filed by Alphinity Investment Management Pty Ltd
    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 787,512 shares
    Change vs previous 13F -1,069,694 shares

    2.55% of the 13F portfolio, value $261,579,986.

    13F-HR 0001172661-25-004594 filed by Alphinity Investment Management Pty Ltd
    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 1,857,206 shares
    Change vs previous 13F -463,555 shares

    5.07% of the 13F portfolio, value $592,411,570.

    13F-HR 0001172661-25-003102 filed by Alphinity Investment Management Pty Ltd
    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 2,320,761 shares
    Change vs previous 13F -417,162 shares

    4.23% of the 13F portfolio, value $624,400,747.

    13F-HR 0001172661-25-001673 filed by Alphinity Investment Management Pty Ltd
    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 2,737,923 shares
    Change vs previous 13F -341,984 shares

    4.42% of the 13F portfolio, value $812,588,167.

    13F-HR 0001172661-25-000502 filed by Alphinity Investment Management Pty Ltd
    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 3,079,907 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $835,270,779.

    13F-HR 0001172661-24-004516 filed by Alphinity Investment Management Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

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