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ZACKS INVESTMENT MANAGEMENT: AXP position timeline

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

ZACKS INVESTMENT MANAGEMENT held 204,008 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,008 shares
    Change vs previous 13F +2,105 shares

    0.49% of the 13F portfolio, value $69,006,023.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 201,903 shares
    Change vs previous 13F +245 shares

    0.49% of the 13F portfolio, value $61,071,554.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 201,658 shares
    Change vs previous 13F +1,349 shares

    0.59% of the 13F portfolio, value $74,603,310.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 200,309 shares
    Change vs previous 13F +1,709 shares

    0.53% of the 13F portfolio, value $66,534,897.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 198,600 shares
    Change vs previous 13F -3,500 shares

    0.54% of the 13F portfolio, value $63,349,375.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 202,100 shares
    Change vs previous 13F +5,682 shares

    0.51% of the 13F portfolio, value $54,374,984.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 196,418 shares
    Change vs previous 13F -5,532 shares

    0.54% of the 13F portfolio, value $58,294,903.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 201,950 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $54,768,806.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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