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LMCG INVESTMENTS, LLC: AXP position timeline

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

LMCG INVESTMENTS, LLC held 1,542 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,542 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $521,582.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 1,551 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $469,146.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 1,556 shares
    Change vs previous 13F -7 shares

    0.03% of the 13F portfolio, value $575,642.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 1,563 shares
    Change vs previous 13F -266 shares

    0.03% of the 13F portfolio, value $519,166.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 1,829 shares
    Change vs previous 13F -154 shares

    0.04% of the 13F portfolio, value $583,414.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 1,983 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $533,526.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 1,988 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $590,019.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 1,949 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $528,569.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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