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FOGEL CAPITAL MANAGEMENT, INC.: AXP position timeline

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

FOGEL CAPITAL MANAGEMENT, INC. held 897 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 897 shares
    Change vs previous 13F +175 shares

    0.12% of the 13F portfolio, value $303,410.

    13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, 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 722 shares
    Change vs previous 13F +49 shares

    0.1% of the 13F portfolio, value $218,391.

    13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, 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 673 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $248,976.

    13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, 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 661 shares
    Change vs previous 13F +30 shares

    0.1% of the 13F portfolio, value $219,558.

    13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, 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 631 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,276.

    13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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