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Bell Asset Management Ltd: AXP position timeline

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

Bell Asset Management Ltd held 9,289 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,289 shares
    Change vs previous 13F -2,027 shares

    1.02% of the 13F portfolio, value $2,824,785.

    13F-HR 0001172661-26-004441 filed by Bell Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,316 shares
    Change vs previous 13F +6,267 shares

    1.02% of the 13F portfolio, value $3,827,637.

    13F-HR 0001172661-26-003648 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,049 shares
    Change vs previous 13F +5,049 shares

    0.45% of the 13F portfolio, value $1,528,660.

    13F-HR 0001172661-26-001557 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,050 shares

    13F-HR 0001172661-26-000969 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 9,050 shares
    Change vs previous 13F -2,793 shares

    0.82% of the 13F portfolio, value $3,006,048.

    13F-HR 0001012975-25-000740 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,843 shares
    Change vs previous 13F -8,157 shares

    0.83% of the 13F portfolio, value $3,777,680.

    13F-HR 0001012975-25-000433 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,000 shares
    Change vs previous 13F -502 shares

    0.99% of the 13F portfolio, value $5,381,000.

    13F-HR 0001012975-25-000232 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,502 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $6,084,789.

    13F-HR 0001012975-25-000079 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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