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Disclosery

Sky Investment Group LLC: AXP position timeline

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

Sky Investment Group LLC held 47,260 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,260 shares
    Change vs previous 13F +43 shares

    2.51% of the 13F portfolio, value $15,985,695.

    13F-HR 0001333792-26-000003 filed by Sky Investment Group 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 47,217 shares
    Change vs previous 13F -78 shares

    2.45% of the 13F portfolio, value $14,282,153.

    13F-HR 0001333792-26-000002 filed by Sky Investment Group 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 47,295 shares
    Change vs previous 13F -582 shares

    2.89% of the 13F portfolio, value $17,496,785.

    13F-HR 0001333792-26-000001 filed by Sky Investment Group 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 47,877 shares
    Change vs previous 13F -228 shares

    2.67% of the 13F portfolio, value $15,902,824.

    13F-HR 0001333792-25-000006 filed by Sky Investment Group 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 48,105 shares
    Change vs previous 13F -597 shares

    2.69% of the 13F portfolio, value $15,344,533.

    13F-HR 0001333792-25-000003 filed by Sky Investment Group 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 48,702 shares
    Change vs previous 13F +400 shares

    2.42% of the 13F portfolio, value $13,103,273.

    13F-HR 0001333792-25-000002 filed by Sky Investment Group 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 48,302 shares
    Change vs previous 13F -502 shares

    2.62% of the 13F portfolio, value $14,335,551.

    13F-HR 0001333792-25-000001 filed by Sky Investment Group 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 48,804 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $13,235,645.

    13F-HR 0001333792-24-000006 filed by Sky Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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