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Disclosery

Willis Investment Counsel: AXP position timeline

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

Willis Investment Counsel held 67,676 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 67,676 shares
    Change vs previous 13F +10,440 shares

    1.09% of the 13F portfolio, value $22,891,407.

    13F-HR 0001310929-26-000004 filed by Willis Investment Counsel
    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 57,236 shares
    Change vs previous 13F +556 shares

    0.95% of the 13F portfolio, value $17,312,745.

    13F-HR 0001310929-26-000003 filed by Willis Investment Counsel
    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 56,680 shares
    Change vs previous 13F +2,863 shares

    1.08% of the 13F portfolio, value $20,968,766.

    13F-HR 0001310929-26-000001 filed by Willis Investment Counsel
    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 53,817 shares
    Change vs previous 13F -471 shares

    0.98% of the 13F portfolio, value $17,875,855.

    13F-HR 0001310929-25-000006 filed by Willis Investment Counsel
    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 54,288 shares
    Change vs previous 13F +594 shares

    1.01% of the 13F portfolio, value $17,316,786.

    13F-HR 0001310929-25-000004 filed by Willis Investment Counsel
    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 53,694 shares
    Change vs previous 13F -289 shares

    0.97% of the 13F portfolio, value $14,446,371.

    13F-HR 0001310929-25-000003 filed by Willis Investment Counsel
    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 53,983 shares
    Change vs previous 13F +1,361 shares

    1.05% of the 13F portfolio, value $16,021,615.

    13F-HR 0001310929-25-000001 filed by Willis Investment Counsel
    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 52,622 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $14,271,086.

    13F-HR 0001310929-24-000009 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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