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Stokes Capital Advisors, LLC: AXP position timeline

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

Stokes Capital Advisors, LLC held 31,254 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,254 shares
    Change vs previous 13F -1,584 shares

    2.09% of the 13F portfolio, value $9,504,342.

    13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,838 shares
    Change vs previous 13F -899 shares

    2.38% of the 13F portfolio, value $11,107,454.

    13F-HR 0001734460-26-000004 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 33,737 shares
    Change vs previous 13F -1,178 shares

    2.29% of the 13F portfolio, value $10,204,769.

    13F-HR/A 0001734460-26-000003 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,915 shares
    Change vs previous 13F -378 shares

    2.95% of the 13F portfolio, value $12,916,805.

    13F-HR 0001085146-26-000070 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 35,293 shares
    Change vs previous 13F -10 shares

    2.73% of the 13F portfolio, value $11,722,923.

    13F-HR 0001085146-25-005873 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 35,303 shares
    Change vs previous 13F +2,539 shares

    2.76% of the 13F portfolio, value $11,260,951.

    13F-HR 0001085146-25-003695 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,764 shares
    Change vs previous 13F +174 shares

    2.24% of the 13F portfolio, value $8,815,155.

    13F-HR 0001085146-25-002061 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,590 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $9,672,387.

    13F-HR 0001085146-25-000279 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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