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Disclosery

FISHMAN JAY A LTD/MI: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FISHMAN JAY A LTD/MI on AXP, newest first. How the timeline and the estimate are built.

FISHMAN JAY A LTD/MI held 47,883 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,883 shares
    Change vs previous 13F +1,150 shares

    1.29% of the 13F portfolio, value $16,196,461.

    13F-HR 0001006407-26-000007 filed by FISHMAN JAY A LTD/MI
    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 46,733 shares
    Change vs previous 13F -68 shares

    1.26% of the 13F portfolio, value $14,135,830.

    13F-HR 0001006407-26-000004 filed by FISHMAN JAY A LTD/MI
    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 46,801 shares
    Change vs previous 13F -465 shares

    1.42% of the 13F portfolio, value $17,314,069.

    13F-HR 0001006407-26-000002 filed by FISHMAN JAY A LTD/MI
    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 47,266 shares
    Change vs previous 13F -311 shares

    1.35% of the 13F portfolio, value $15,699,910.

    13F-HR 0001006407-25-000011 filed by FISHMAN JAY A LTD/MI
    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 47,577 shares
    Change vs previous 13F +1,895 shares

    1.45% of the 13F portfolio, value $15,176,145.

    13F-HR 0001006407-25-000009 filed by FISHMAN JAY A LTD/MI
    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 45,682 shares
    Change vs previous 13F -1,860 shares

    1.34% of the 13F portfolio, value $12,290,771.

    13F-HR 0001006407-25-000005 filed by FISHMAN JAY A LTD/MI
    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 47,542 shares
    Change vs previous 13F -80 shares

    1.32% of the 13F portfolio, value $14,110,022.

    13F-HR 0001006407-25-000001 filed by FISHMAN JAY A LTD/MI
    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 47,622 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $12,915,115.

    13F-HR 0001006407-24-000013 filed by FISHMAN JAY A LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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