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Clark Capital Management Group, Inc.: AXP position timeline

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

Clark Capital Management Group, Inc. held 388,526 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 388,526 shares
    Change vs previous 13F -64,198 shares

    0.72% of the 13F portfolio, value $131,418,796.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    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 452,724 shares
    Change vs previous 13F +44,376 shares

    0.85% of the 13F portfolio, value $136,939,984.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    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 408,348 shares
    Change vs previous 13F +4,020 shares

    0.93% of the 13F portfolio, value $151,068,251.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    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 404,328 shares
    Change vs previous 13F -22,894 shares

    0.84% of the 13F portfolio, value $134,301,492.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    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 427,222 shares
    Change vs previous 13F +8,904 shares

    0.95% of the 13F portfolio, value $136,275,365.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    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 418,318 shares
    Change vs previous 13F -160,824 shares

    0.81% of the 13F portfolio, value $112,548,522.

    13F-HR 0001398344-25-009622 filed by Clark Capital Management Group, Inc.
    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 579,142 shares
    Change vs previous 13F +7,528 shares

    1.2% of the 13F portfolio, value $171,883,675.

    13F-HR 0001398344-25-002780 filed by Clark Capital Management Group, Inc.
    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 571,614 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $155,021,720.

    13F-HR 0001398344-24-020717 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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