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PINNACLE ASSOCIATES LTD: AXP position timeline

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

PINNACLE ASSOCIATES LTD held 161,660 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,660 shares
    Change vs previous 13F +2,305 shares

    0.6% of the 13F portfolio, value $54,681,632.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 159,355 shares
    Change vs previous 13F -1,582 shares

    0.62% of the 13F portfolio, value $48,201,664.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 160,937 shares
    Change vs previous 13F -3,563 shares

    0.76% of the 13F portfolio, value $59,538,621.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 164,500 shares
    Change vs previous 13F -649 shares

    0.73% of the 13F portfolio, value $54,640,290.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 165,149 shares
    Change vs previous 13F -2,748 shares

    0.76% of the 13F portfolio, value $52,679,153.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 167,897 shares
    Change vs previous 13F +1,824 shares

    0.66% of the 13F portfolio, value $45,172,721.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 166,073 shares
    Change vs previous 13F -26,741 shares

    0.67% of the 13F portfolio, value $49,288,717.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 192,814 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $36,121,862.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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