Skip to content
Disclosery

Smith Group Asset Management, LLC: AXP position timeline

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

Smith Group Asset Management, LLC held 169,063 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,063 shares
    Change vs previous 13F +13,516 shares

    2.33% of the 13F portfolio, value $57,185,560.

    13F-HR 0001893134-26-000003 filed by Smith Group 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 155,547 shares
    Change vs previous 13F +9,794 shares

    2.4% of the 13F portfolio, value $47,049,857.

    13F-HR 0001893134-26-000002 filed by Smith Group 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 145,753 shares
    Change vs previous 13F +9,672 shares

    2.86% of the 13F portfolio, value $53,921,322.

    13F-HR 0001893134-26-000001 filed by Smith Group 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 136,081 shares
    Change vs previous 13F +5,599 shares

    2.6% of the 13F portfolio, value $45,200,665.

    13F-HR 0001893134-25-000007 filed by Smith Group 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 130,482 shares
    Change vs previous 13F +2,844 shares

    2.73% of the 13F portfolio, value $41,621,148.

    13F-HR 0001085146-25-004336 filed by Smith Group 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 127,638 shares
    Change vs previous 13F +5,413 shares

    2.57% of the 13F portfolio, value $34,341,004.

    13F-HR 0001085146-25-002371 filed by Smith Group 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 122,225 shares
    Change vs previous 13F +2,039 shares

    2.67% of the 13F portfolio, value $36,275,158.

    13F-HR 0001085146-25-000411 filed by Smith Group 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 120,186 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $32,594,443.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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