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Disclosery

MAI Capital Management: AXP position timeline

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

MAI Capital Management held 127,096 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,096 shares
    Change vs previous 13F +26,620 shares

    0.16% of the 13F portfolio, value $42,990,449.

    13F-HR 0001172661-26-003680 filed by MAI 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 100,476 shares
    Change vs previous 13F -702 shares

    0.17% of the 13F portfolio, value $30,392,099.

    13F-HR 0001040197-26-000002 filed by MAI 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 101,178 shares
    Change vs previous 13F +2,692 shares

    0.22% of the 13F portfolio, value $37,430,790.

    13F-HR 0001040197-26-000001 filed by MAI 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 98,486 shares
    Change vs previous 13F +10,869 shares

    0.2% of the 13F portfolio, value $32,713,089.

    13F-HR 0001040197-25-000006 filed by MAI 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 87,617 shares
    Change vs previous 13F -560 shares

    0.19% of the 13F portfolio, value $27,948,064.

    13F-HR 0001040197-25-000005 filed by MAI 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 88,177 shares
    Change vs previous 13F -1,127 shares

    0.18% of the 13F portfolio, value $23,723,895.

    13F-HR 0001040197-25-000002 filed by MAI 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 89,304 shares
    Change vs previous 13F +24,828 shares

    0.2% of the 13F portfolio, value $26,504,439.

    13F-HR 0001040197-25-000001 filed by MAI 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 64,476 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $17,485,990.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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