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SHELTON CAPITAL MANAGEMENT: AXP position timeline

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

SHELTON CAPITAL MANAGEMENT held 40,373 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 40,373 shares
    Change vs previous 13F -8,161 shares

    0.25% of the 13F portfolio, value $13,656,003.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    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 48,534 shares
    Change vs previous 13F +9,847 shares

    0.32% of the 13F portfolio, value $14,680,417.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    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 38,687 shares
    Change vs previous 13F -5,800 shares

    0.28% of the 13F portfolio, value $14,312,075.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    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 44,487 shares
    Change vs previous 13F +4,283 shares

    0.32% of the 13F portfolio, value $14,776,640.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    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 40,204 shares
    Change vs previous 13F +3,436 shares

    0.3% of the 13F portfolio, value $12,824,272.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 36,768 shares
    Change vs previous 13F -1,858 shares

    0.24% of the 13F portfolio, value $9,892,430.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    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 38,626 shares
    Change vs previous 13F +8,018 shares

    0.29% of the 13F portfolio, value $11,463,811.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    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 30,608 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,300,890.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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