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Disclosery

Narwhal Capital Management: AXP position timeline

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

Narwhal Capital Management held 56,415 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,415 shares
    Change vs previous 13F +1,958 shares

    1.32% of the 13F portfolio, value $19,082,439.

    13F-HR 0001461287-26-000003 filed by Narwhal 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 54,457 shares
    Change vs previous 13F -1,732 shares

    1.22% of the 13F portfolio, value $16,472,226.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 56,189 shares
    Change vs previous 13F -3,068 shares

    1.51% of the 13F portfolio, value $20,787,205.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 59,257 shares
    Change vs previous 13F -77 shares

    1.46% of the 13F portfolio, value $19,682,877.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 59,334 shares
    Change vs previous 13F +8,876 shares

    1.52% of the 13F portfolio, value $18,926,424.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 50,458 shares
    Change vs previous 13F +891 shares

    1.21% of the 13F portfolio, value $13,575,775.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 49,567 shares
    Change vs previous 13F -1,464 shares

    1.3% of the 13F portfolio, value $14,711,042.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 51,031 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $13,839,651.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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