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CX Institutional: AXP position timeline

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

CX Institutional held 23,285 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 23,285 shares
    Change vs previous 13F -16,525 shares

    0.19% of the 13F portfolio, value $7,081,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,810 shares
    Change vs previous 13F +2,488 shares

    0.39% of the 13F portfolio, value $13,466,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 37,322 shares
    Change vs previous 13F +1,757 shares

    0.34% of the 13F portfolio, value $11,289,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 35,565 shares
    Change vs previous 13F +1,226 shares

    0.39% of the 13F portfolio, value $13,157,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 34,339 shares
    Change vs previous 13F +18,589 shares

    0.35% of the 13F portfolio, value $11,406,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 15,750 shares
    Change vs previous 13F -23,629 shares

    0.18% of the 13F portfolio, value $5,024,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 39,379 shares
    Change vs previous 13F +3,072 shares

    0.4% of the 13F portfolio, value $10,595,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 36,307 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $10,775,606.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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