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Disclosery

INVESTMENT HOUSE LLC: AXP position timeline

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

INVESTMENT HOUSE LLC held 112,119 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 112,119 shares
    Change vs previous 13F -5,153 shares

    1.72% of the 13F portfolio, value $37,924,365.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE LLC
    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 117,272 shares
    Change vs previous 13F +6,705 shares

    1.85% of the 13F portfolio, value $35,472,536.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE LLC
    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 110,567 shares
    Change vs previous 13F -271 shares

    1.94% of the 13F portfolio, value $40,904,385.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE LLC
    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 110,838 shares
    Change vs previous 13F +242 shares

    1.75% of the 13F portfolio, value $36,816,061.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE LLC
    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 110,596 shares
    Change vs previous 13F +4,404 shares

    1.78% of the 13F portfolio, value $35,278,019.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE LLC
    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 106,192 shares
    Change vs previous 13F +6,587 shares

    1.63% of the 13F portfolio, value $28,571,047.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE LLC
    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 99,605 shares
    Change vs previous 13F +818 shares

    1.61% of the 13F portfolio, value $29,561,867.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE LLC
    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 98,787 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $26,791,034.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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