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Disclosery

Destination Wealth Management: AXP position timeline

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

Destination Wealth Management held 105,616 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,616 shares
    Change vs previous 13F +278 shares

    0.83% of the 13F portfolio, value $35,724,624.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    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 105,338 shares
    Change vs previous 13F +1,061 shares

    0.83% of the 13F portfolio, value $31,862,729.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    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 104,277 shares
    Change vs previous 13F -2,379 shares

    1.01% of the 13F portfolio, value $38,577,192.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 106,656 shares
    Change vs previous 13F -913 shares

    0.98% of the 13F portfolio, value $35,426,720.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 107,569 shares
    Change vs previous 13F -2,226 shares

    1.01% of the 13F portfolio, value $34,312,474.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 109,795 shares
    Change vs previous 13F -3,766 shares

    0.93% of the 13F portfolio, value $29,540,351.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    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 113,561 shares
    Change vs previous 13F -6,021 shares

    1.05% of the 13F portfolio, value $33,703,672.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 119,582 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $32,430,565.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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