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Jacobi Capital Management LLC: AXP position timeline

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

Jacobi Capital Management LLC held 11,237 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,237 shares
    Change vs previous 13F +16 shares

    0.19% of the 13F portfolio, value $3,800,786.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management 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 11,221 shares
    Change vs previous 13F -67 shares

    0.19% of the 13F portfolio, value $3,393,955.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management 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 11,288 shares
    Change vs previous 13F -126 shares

    0.24% of the 13F portfolio, value $4,175,804.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management 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 11,414 shares
    Change vs previous 13F -1,013 shares

    0.23% of the 13F portfolio, value $3,791,303.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management 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 12,427 shares
    Change vs previous 13F -97 shares

    0.26% of the 13F portfolio, value $3,963,831.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management 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 12,524 shares
    Change vs previous 13F -1,020 shares

    0.25% of the 13F portfolio, value $3,369,773.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management 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 13,544 shares
    Change vs previous 13F +41 shares

    0.3% of the 13F portfolio, value $4,019,585.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management 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 13,503 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,662,137.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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