ANCHOR CAPITAL ADVISORS LLC: AXP position timeline

ANCHOR CAPITAL ADVISORS LLC held 49,871 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-09-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 49,871 shares

   Change vs previous 13F -3,357 shares

   0.47% of the 13F portfolio, value $16,869,009.

   13F-HR/A 0001172661-26-004338 filed by ANCHOR CAPITAL ADVISORS LLC
   Accepted 2026-09-03 13:38:16 UTC, ingested 2026-10-08 03:31:09 UTC

2. period ended2026-03-31

   13F 53,228 shares

   Change vs previous 13F -121 shares

   0.46% of the 13F portfolio, value $16,100,544.

   13F-HR 0001172661-26-001692 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 53,349 shares

   Change vs previous 13F -1,740 shares

   0.57% of the 13F portfolio, value $19,736,446.

   13F-HR 0001172661-26-000590 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 55,089 shares

   Change vs previous 13F -1,329 shares

   0.53% of the 13F portfolio, value $18,298,483.

   13F-HR 0001172661-25-004490 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 56,418 shares

   Change vs previous 13F +9,664 shares

   0.53% of the 13F portfolio, value $17,996,327.

   13F-HR 0001172661-25-002907 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 46,754 shares

   Change vs previous 13F -2,263 shares

   0.38% of the 13F portfolio, value $12,579,211.

   13F-HR 0001172661-25-001743 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 49,017 shares

   Change vs previous 13F -12,392 shares

   0.41% of the 13F portfolio, value $14,547,671.

   13F-HR 0001172661-25-000507 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 61,409 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $16,654,227.

   13F-HR 0001172661-24-004426 filed by ANCHOR CAPITAL ADVISORS LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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