Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on AXP, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 4,977 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,977 shares
    Change vs previous 13F +500 shares

    0.1% of the 13F portfolio, value $1,683,470.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,477 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,354,203.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,477 shares
    Change vs previous 13F +272 shares

    0.12% of the 13F portfolio, value $1,656,266.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,205 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,396,733.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,205 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,341,311.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,205 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $1,131,355.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,305 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $1,277,681.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 4,205 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,140,396.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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