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MassMutual Private Wealth & Trust, FSB: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MassMutual Private Wealth & Trust, FSB on AXP, newest first. How the timeline and the estimate are built.

MassMutual Private Wealth & Trust, FSB held 6,551 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,551 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $1,992,159.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,149 shares
    Change vs previous 13F -186 shares

    0.06% of the 13F portfolio, value $2,418,149.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,335 shares
    Change vs previous 13F -1,604 shares

    0.06% of the 13F portfolio, value $2,218,691.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,939 shares
    Change vs previous 13F -329 shares

    0.09% of the 13F portfolio, value $3,306,983.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,268 shares
    Change vs previous 13F -471 shares

    0.08% of the 13F portfolio, value $3,078,459.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,739 shares
    Change vs previous 13F +406 shares

    0.08% of the 13F portfolio, value $3,106,546.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,333 shares
    Change vs previous 13F +477 shares

    0.07% of the 13F portfolio, value $2,511,044.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,856 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,628,372.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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