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Disclosery

Welch Group, LLC: AXP position timeline

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

Welch Group, LLC held 18,908 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,908 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $6,395,631.

    13F-HR 0001443095-26-000006 filed by Welch 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 18,908 shares
    Change vs previous 13F +16 shares

    0.21% of the 13F portfolio, value $5,719,292.

    13F-HR 0001443095-26-000004 filed by Welch 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 18,892 shares
    Change vs previous 13F +26 shares

    0.27% of the 13F portfolio, value $6,989,096.

    13F-HR 0001443095-26-000001 filed by Welch 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 18,866 shares
    Change vs previous 13F +33 shares

    0.24% of the 13F portfolio, value $6,266,531.

    13F-HR 0001443095-25-000008 filed by Welch 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 18,833 shares
    Change vs previous 13F +24 shares

    0.25% of the 13F portfolio, value $6,007,351.

    13F-HR 0001443095-25-000007 filed by Welch 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 18,809 shares
    Change vs previous 13F -14 shares

    0.22% of the 13F portfolio, value $4,993,414.

    13F-HR 0001443095-25-000003 filed by Welch 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 18,823 shares
    Change vs previous 13F +323 shares

    0.25% of the 13F portfolio, value $5,596,643.

    13F-HR 0001443095-25-000001 filed by Welch 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 18,500 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,017,200.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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