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Disclosery

Wedmont Private Capital: AXP position timeline

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

Wedmont Private Capital held 14,263 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 14,263 shares
    Change vs previous 13F +1,632 shares

    0.11% of the 13F portfolio, value $4,394,314.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,631 shares
    Change vs previous 13F +459 shares

    0.12% of the 13F portfolio, value $4,428,066.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 12,172 shares
    Change vs previous 13F -123 shares

    0.12% of the 13F portfolio, value $3,850,642.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 12,295 shares
    Change vs previous 13F +110 shares

    0.16% of the 13F portfolio, value $4,650,352.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 12,185 shares
    Change vs previous 13F +145 shares

    0.15% of the 13F portfolio, value $3,996,362.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 12,040 shares
    Change vs previous 13F +490 shares

    0.16% of the 13F portfolio, value $3,820,983.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 11,550 shares
    Change vs previous 13F +148 shares

    0.15% of the 13F portfolio, value $2,900,626.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 11,402 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,344,108.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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