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Disclosery

Haverford Trust Co: AXP position timeline

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

Haverford Trust Co held 12,817 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,817 shares
    Change vs previous 13F -560 shares

    0.04% of the 13F portfolio, value $4,335,350.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 13,377 shares
    Change vs previous 13F -608 shares

    0.04% of the 13F portfolio, value $4,046,275.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 13,985 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $5,173,751.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 13,976 shares
    Change vs previous 13F -466 shares

    0.04% of the 13F portfolio, value $4,642,268.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 14,442 shares
    Change vs previous 13F -2,170 shares

    0.04% of the 13F portfolio, value $4,606,709.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 16,612 shares
    Change vs previous 13F -1,507 shares

    0.04% of the 13F portfolio, value $4,469,459.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 18,119 shares
    Change vs previous 13F +572 shares

    0.05% of the 13F portfolio, value $5,377,538.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 17,547 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,758,746.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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