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CLIFFORD SWAN INVESTMENT COUNSEL LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFFORD SWAN INVESTMENT COUNSEL LLC on AXP, newest first. How the timeline and the estimate are built.

CLIFFORD SWAN INVESTMENT COUNSEL LLC held 118,790 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,790 shares
    Change vs previous 13F -1,779 shares

    1.29% of the 13F portfolio, value $40,180,665.

    13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 120,569 shares
    Change vs previous 13F -3,201 shares

    1.24% of the 13F portfolio, value $36,469,716.

    13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 123,770 shares
    Change vs previous 13F +184 shares

    1.52% of the 13F portfolio, value $45,788,812.

    13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 123,586 shares
    Change vs previous 13F +3,594 shares

    1.37% of the 13F portfolio, value $41,050,316.

    13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 119,992 shares
    Change vs previous 13F +4,468 shares

    1.35% of the 13F portfolio, value $38,275,149.

    13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 115,524 shares
    Change vs previous 13F +532 shares

    1.15% of the 13F portfolio, value $31,081,720.

    13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 114,992 shares
    Change vs previous 13F -27 shares

    1.23% of the 13F portfolio, value $34,128,449.

    13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    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 115,019 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $31,193,090.

    13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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