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Disclosery

Pettee Investors, Inc.: AXP position timeline

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

Pettee Investors, Inc. held 9,404 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,404 shares
    Change vs previous 13F +261 shares

    1.57% of the 13F portfolio, value $3,180,903.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 9,143 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $2,953,646.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 9,143 shares
    Change vs previous 13F +25 shares

    1.9% of the 13F portfolio, value $3,382,453.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 9,118 shares
    Change vs previous 13F -95 shares

    1.67% of the 13F portfolio, value $3,028,635.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 9,213 shares
    Change vs previous 13F -60 shares

    1.76% of the 13F portfolio, value $2,938,763.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    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 9,273 shares
    Change vs previous 13F -5,433 shares

    1.49% of the 13F portfolio, value $2,494,901.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    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 14,706 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $4,364,594.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    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 14,706 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $3,988,267.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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