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Disclosery

Torray Investment Partners LLC: AXP position timeline

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

Torray Investment Partners LLC held 1,965 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,965 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $664,661.

    13F-HR 0001193125-26-326274 filed by Torray Investment Partners 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 1,965 shares
    Change vs previous 13F -22,310 shares

    0.09% of the 13F portfolio, value $594,373.

    13F-HR 0001193125-26-200972 filed by Torray Investment Partners 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 24,275 shares
    Change vs previous 13F -33,375 shares

    1.29% of the 13F portfolio, value $8,980,536.

    13F-HR 0001193125-26-027064 filed by Torray Investment Partners 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 57,650 shares
    Change vs previous 13F 0 shares

    2.6% of the 13F portfolio, value $19,149,024.

    13F-HR 0001193125-25-246260 filed by Torray Investment Partners 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 57,650 shares
    Change vs previous 13F -637 shares

    2.67% of the 13F portfolio, value $18,389,197.

    13F-HR 0000950123-25-006998 filed by Torray Investment Partners 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 58,287 shares
    Change vs previous 13F 0 shares

    2.34% of the 13F portfolio, value $15,682,117.

    13F-HR 0000950123-25-004292 filed by Torray Investment Partners 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 58,287 shares
    Change vs previous 13F -7,963 shares

    2.48% of the 13F portfolio, value $17,298,999.

    13F-HR 0000950123-25-001012 filed by Torray Investment Partners 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 66,250 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $17,967,000.

    13F-HR 0000950123-24-010363 filed by Torray Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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