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CARY STREET PARTNERS ASSET MANAGEMENT LLC: AXP position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 42,071 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,071 shares
    Change vs previous 13F +755 shares

    0.28% of the 13F portfolio, value $14,230,473.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 40,299 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,772 shares

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

  2. period ended2026-03-31
    13F 41,316 shares
    Change vs previous 13F +1,272 shares

    0.28% of the 13F portfolio, value $12,497,445.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 39,625 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,691 shares

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

  3. period ended2025-12-31
    13F 40,044 shares
    Change vs previous 13F -1,360 shares

    0.34% of the 13F portfolio, value $14,814,425.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,389 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,655 shares

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

  4. period ended2025-09-30
    13F 41,404 shares
    Change vs previous 13F +16,232 shares

    0.34% of the 13F portfolio, value $13,752,688.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 39,662 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,742 shares

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

  5. period ended2025-06-30
    13F 25,172 shares
    Change vs previous 13F -600 shares

    0.21% of the 13F portfolio, value $8,029,302.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 23,558 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,614 shares

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

  6. period ended2025-03-31
    13F 25,772 shares
    Change vs previous 13F -672 shares

    0.21% of the 13F portfolio, value $6,933,904.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,318 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,454 shares

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

  7. period ended2024-12-31
    13F 26,444 shares
    Change vs previous 13F -44 shares

    0.24% of the 13F portfolio, value $7,839,591.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 25,117 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,327 shares

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

  8. period ended2024-09-30
    13F 26,488 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,176,363.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 26,488 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 3,074 shares (included in another member's report, not added)

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