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Rafferty Asset Management, LLC: AXP position timeline

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

Rafferty Asset Management, LLC held 155,039 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,039 shares
    Change vs previous 13F +24,048 shares

    0.12% of the 13F portfolio, value $52,441,942.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    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 130,991 shares
    Change vs previous 13F -33,920 shares

    0.16% of the 13F portfolio, value $39,622,158.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    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 164,911 shares
    Change vs previous 13F -16,777 shares

    0.21% of the 13F portfolio, value $61,008,824.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 181,688 shares
    Change vs previous 13F -3,500 shares

    0.2% of the 13F portfolio, value $60,349,486.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 185,188 shares
    Change vs previous 13F +3,238 shares

    0.19% of the 13F portfolio, value $59,071,268.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 181,950 shares
    Change vs previous 13F -14,388 shares

    0.21% of the 13F portfolio, value $48,953,648.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    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 196,338 shares
    Change vs previous 13F +5,935 shares

    0.21% of the 13F portfolio, value $58,271,155.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 190,403 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $51,637,294.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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