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Disclosery

Davis Investment Partners, LLC: AXP position timeline

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

Davis Investment Partners, LLC held 1,746 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,746 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $590,429.

    13F-HR 0001951757-26-001144 filed by Davis Investment Partners, 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 1,746 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $527,991.

    13F-HR 0001951757-26-000650 filed by Davis Investment Partners, 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 1,745 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $650,589.

    13F-HR 0001951757-26-000005 filed by Davis Investment Partners, 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 1,745 shares
    Change vs previous 13F -320 shares

    0.2% of the 13F portfolio, value $573,469.

    13F-HR 0001951757-25-001182 filed by Davis Investment Partners, 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 2,065 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $666,126.

    13F-HR 0001951757-25-000578 filed by Davis Investment Partners, 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 2,065 shares
    Change vs previous 13F -5,741 shares

    0.23% of the 13F portfolio, value $527,418.

    13F-HR 0001951757-25-000373 filed by Davis Investment Partners, 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 7,806 shares
    Change vs previous 13F -205 shares

    0.97% of the 13F portfolio, value $2,289,388.

    13F-HR 0001951757-25-000005 filed by Davis Investment Partners, 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 8,011 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,170,433.

    13F-HR 0001951757-24-000978 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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