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MOODY LYNN LIEBERSON & WALKER, LLC: AXP position timeline

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

MOODY LYNN LIEBERSON & WALKER, LLC held 4,164 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,164 shares
    Change vs previous 13F +571 shares

    0.07% of the 13F portfolio, value $1,408,473.

    13F-HR 0000938592-26-000006 filed by MOODY LYNN LIEBERSON & WALKER, 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 3,593 shares
    Change vs previous 13F -12,109 shares

    0.06% of the 13F portfolio, value $1,086,811.

    13F-HR 0000938592-26-000005 filed by MOODY LYNN LIEBERSON & WALKER, 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 15,702 shares
    Change vs previous 13F -169 shares

    0.31% of the 13F portfolio, value $5,808,955.

    13F-HR 0000938592-26-000001 filed by MOODY LYNN LIEBERSON & WALKER, 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 15,871 shares
    Change vs previous 13F -460 shares

    0.28% of the 13F portfolio, value $5,271,711.

    13F-HR 0000938592-25-000007 filed by MOODY LYNN LIEBERSON & WALKER, 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 16,331 shares
    Change vs previous 13F +955 shares

    0.3% of the 13F portfolio, value $5,209,262.

    13F-HR 0000938592-25-000004 filed by MOODY LYNN LIEBERSON & WALKER, 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 15,376 shares
    Change vs previous 13F +19 shares

    0.27% of the 13F portfolio, value $4,136,913.

    13F-HR 0000938592-25-000002 filed by MOODY LYNN LIEBERSON & WALKER, 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 15,357 shares
    Change vs previous 13F -592 shares

    0.28% of the 13F portfolio, value $4,557,804.

    13F-HR 0000938592-25-000001 filed by MOODY LYNN LIEBERSON & WALKER, 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 15,949 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,325,369.

    13F-HR 0000938592-24-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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