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Disclosery

Boltwood Capital Management: AXP position timeline

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

Boltwood Capital Management held 7,040 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,040 shares
    Change vs previous 13F -30 shares

    0.48% of the 13F portfolio, value $2,140,864.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,070 shares
    Change vs previous 13F -30 shares

    0.55% of the 13F portfolio, value $2,391,428.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    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 7,100 shares
    Change vs previous 13F -35 shares

    0.55% of the 13F portfolio, value $2,147,608.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    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 7,135 shares
    Change vs previous 13F -98 shares

    0.69% of the 13F portfolio, value $2,639,593.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,233 shares
    Change vs previous 13F -10 shares

    0.64% of the 13F portfolio, value $2,402,513.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    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 7,243 shares
    Change vs previous 13F -55 shares

    0.66% of the 13F portfolio, value $2,310,372.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    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 7,298 shares
    Change vs previous 13F -45 shares

    0.6% of the 13F portfolio, value $1,963,527.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    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 7,343 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,179,329.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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