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Disclosery

PUZO MICHAEL J: AXP position timeline

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

PUZO MICHAEL J held 19,362 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,362 shares
    Change vs previous 13F +3,076 shares

    1.69% of the 13F portfolio, value $6,549,195.

    13F-HR 0001053914-26-000005 filed by PUZO MICHAEL J
    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 16,286 shares
    Change vs previous 13F +1,368 shares

    1.43% of the 13F portfolio, value $4,926,189.

    13F-HR 0001053914-26-000002 filed by PUZO MICHAEL J
    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 14,918 shares
    Change vs previous 13F +4,350 shares

    1.5% of the 13F portfolio, value $5,518,913.

    13F-HR 0001053914-26-000001 filed by PUZO MICHAEL J
    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 10,568 shares
    Change vs previous 13F +2,799 shares

    0.96% of the 13F portfolio, value $3,510,266.

    13F-HR 0001053914-25-000003 filed by PUZO MICHAEL J
    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 7,769 shares
    Change vs previous 13F +4,866 shares

    0.71% of the 13F portfolio, value $2,478,156.

    13F-HR 0001314376-25-000002 filed by PUZO MICHAEL J
    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 2,903 shares
    Change vs previous 13F +1,603 shares

    0.22% of the 13F portfolio, value $781,051.

    13F-HR 0001494234-25-000011 filed by PUZO MICHAEL J
    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 1,300 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $385,827.

    13F-HR 0001494234-25-000004 filed by PUZO MICHAEL J
    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 1,300 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $352,560.

    13F-HR 0001053914-24-000004 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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