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Disclosery

Epoch Investment Partners, Inc.: AXP position timeline

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

Epoch Investment Partners, Inc. held 293,381 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,381 shares
    Change vs previous 13F -55,745 shares

    0.56% of the 13F portfolio, value $99,236,124.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, 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 349,126 shares
    Change vs previous 13F -141,639 shares

    0.64% of the 13F portfolio, value $105,603,632.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, 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 490,765 shares
    Change vs previous 13F -44,635 shares

    1.03% of the 13F portfolio, value $181,558,512.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, 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 535,400 shares
    Change vs previous 13F -149,731 shares

    0.98% of the 13F portfolio, value $177,838,464.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, 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 685,131 shares
    Change vs previous 13F -13,894 shares

    1.13% of the 13F portfolio, value $218,543,086.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, 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 699,025 shares
    Change vs previous 13F -95,505 shares

    0.98% of the 13F portfolio, value $188,072,677.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, 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 794,530 shares
    Change vs previous 13F -139,198 shares

    1.14% of the 13F portfolio, value $235,808,559.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, 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 933,728 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $253,227,033.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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