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Disclosery

LPL Financial LLC: AXP position timeline

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

LPL Financial LLC held 947,552 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 947,552 shares
    Change vs previous 13F +34,694 shares

    0.07% of the 13F portfolio, value $320,509,406.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 912,858 shares
    Change vs previous 13F -9,050 shares

    0.07% of the 13F portfolio, value $276,121,421.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 921,908 shares
    Change vs previous 13F +85,329 shares

    0.09% of the 13F portfolio, value $341,059,875.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 836,579 shares
    Change vs previous 13F +66,145 shares

    0.08% of the 13F portfolio, value $277,877,807.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 770,434 shares
    Change vs previous 13F +55,140 shares

    0.08% of the 13F portfolio, value $245,752,991.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 715,294 shares
    Change vs previous 13F +22,676 shares

    0.07% of the 13F portfolio, value $192,449,782.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 692,618 shares
    Change vs previous 13F +53,419 shares

    0.08% of the 13F portfolio, value $205,562,204.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 639,199 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $173,350,801.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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