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NorthCrest Asset Manangement, LLC: AXP position timeline

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

NorthCrest Asset Manangement, LLC held 15,054 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,054 shares
    Change vs previous 13F -201 shares

    0.11% of the 13F portfolio, value $4,638,065.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,255 shares
    Change vs previous 13F -627 shares

    0.14% of the 13F portfolio, value $5,289,321.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    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 15,882 shares
    Change vs previous 13F -5,987 shares

    0.15% of the 13F portfolio, value $4,767,547.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,869 shares
    Change vs previous 13F -59,781 shares

    0.19% of the 13F portfolio, value $8,305,916.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 81,650 shares
    Change vs previous 13F +559 shares

    0.64% of the 13F portfolio, value $26,778,631.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 81,091 shares
    Change vs previous 13F -1,692 shares

    0.72% of the 13F portfolio, value $26,608,428.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    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 82,783 shares
    Change vs previous 13F +602 shares

    0.67% of the 13F portfolio, value $22,272,968.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 82,181 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $24,390,641.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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