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Jacobsen Capital Management: AXP position timeline

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

Jacobsen Capital Management held 916 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 916 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $309,837.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 900 shares
    Change vs previous 13F +114 shares

    0.09% of the 13F portfolio, value $272,232.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 786 shares
    Change vs previous 13F -169 shares

    0.09% of the 13F portfolio, value $290,781.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 955 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $317,213.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 952 shares
    Change vs previous 13F +102 shares

    0.11% of the 13F portfolio, value $303,669.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 850 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $228,692.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 827 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $245,445.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 827 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $224,282.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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