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Moran Wealth Management, LLC: AXP position timeline

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

Moran Wealth Management, LLC held 55,870 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 55,870 shares
    Change vs previous 13F -2,227 shares

    0.52% of the 13F portfolio, value $18,898,118.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 58,097 shares
    Change vs previous 13F -2,827 shares

    0.54% of the 13F portfolio, value $17,573,261.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 60,924 shares
    Change vs previous 13F -3,190 shares

    0.69% of the 13F portfolio, value $22,538,834.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 64,114 shares
    Change vs previous 13F -1,589 shares

    0.64% of the 13F portfolio, value $21,296,117.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 65,703 shares
    Change vs previous 13F -1,985 shares

    0.65% of the 13F portfolio, value $20,957,950.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 67,688 shares
    Change vs previous 13F -1,153 shares

    0.61% of the 13F portfolio, value $18,211,458.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, 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 68,841 shares
    Change vs previous 13F +44,987 shares

    0.65% of the 13F portfolio, value $20,431,320.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, 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 23,854 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,469,205.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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