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AMG National Trust Bank: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMG National Trust Bank on AXP, newest first. How the timeline and the estimate are built.

AMG National Trust Bank held 24,763 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,763 shares
    Change vs previous 13F -7,828 shares

    0.17% of the 13F portfolio, value $8,375,412.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 32,591 shares
    Change vs previous 13F +7,178 shares

    0.21% of the 13F portfolio, value $9,857,522.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 25,413 shares
    Change vs previous 13F +197 shares

    0.22% of the 13F portfolio, value $9,400,799.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 25,216 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $8,375,082.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 25,202 shares
    Change vs previous 13F -371 shares

    0.21% of the 13F portfolio, value $8,038,298.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 25,573 shares
    Change vs previous 13F -90 shares

    0.19% of the 13F portfolio, value $6,879,882.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 25,663 shares
    Change vs previous 13F +40 shares

    0.21% of the 13F portfolio, value $7,620,176.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 25,623 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,948,415.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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