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MATRIX ASSET ADVISORS INC/NY: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on AXP, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 2,836 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,836 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $959,279.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    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 2,996 shares
    Change vs previous 13F -70 shares

    0.08% of the 13F portfolio, value $906,232.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    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 3,066 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $1,134,269.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    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 3,068 shares
    Change vs previous 13F -148 shares

    0.09% of the 13F portfolio, value $1,019,069.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    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/A 3,216 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $1,025,842.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    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 3,187 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $857,464.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    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 3,187 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $945,870.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    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 3,212 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $871,094.

    13F-HR 0001172661-24-004223 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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