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Rothschild & Co Wealth Management UK Ltd: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild & Co Wealth Management UK Ltd on AXP, newest first. How the timeline and the estimate are built.

Rothschild & Co Wealth Management UK Ltd held 2,838,220 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,838,220 shares
    Change vs previous 13F -5,938 shares

    13.86% of the 13F portfolio, value $960,027,915.

    13F-HR 0001172661-26-002859 filed by Rothschild & Co Wealth Management UK 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 2,844,158 shares
    Change vs previous 13F -62,564 shares

    13.17% of the 13F portfolio, value $860,300,912.

    13F-HR 0001172661-26-001626 filed by Rothschild & Co Wealth Management UK 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 2,906,722 shares
    Change vs previous 13F +14,969 shares

    16.91% of the 13F portfolio, value $1,075,341,804.

    13F-HR 0001172661-26-000345 filed by Rothschild & Co Wealth Management UK 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 2,891,753 shares
    Change vs previous 13F +76,639 shares

    15.45% of the 13F portfolio, value $960,524,676.

    13F-HR 0001172661-25-004641 filed by Rothschild & Co Wealth Management UK 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 2,815,114 shares
    Change vs previous 13F +39,432 shares

    13.35% of the 13F portfolio, value $897,965,064.

    13F-HR 0001172661-25-002908 filed by Rothschild & Co Wealth Management UK 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 2,775,682 shares
    Change vs previous 13F +11,014 shares

    12.57% of the 13F portfolio, value $746,797,242.

    13F-HR 0001172661-25-001588 filed by Rothschild & Co Wealth Management UK 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 2,764,668 shares
    Change vs previous 13F -496,550 shares

    14.41% of the 13F portfolio, value $820,525,816.

    13F-HR 0001172661-25-000249 filed by Rothschild & Co Wealth Management UK 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 3,261,218 shares
    Change vs previous 13F not available

    14.05% of the 13F portfolio, value $884,442,322.

    13F-HR 0001172661-24-004303 filed by Rothschild & Co Wealth Management UK Ltd
    Filed (acceptance time not in the bulk data set), ingested

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