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Disclosery

CWM, LLC: AXP position timeline

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

CWM, LLC held 40,121 AXP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 40,121 shares
    Change vs previous 13F +1,801 shares

    0.03% of the 13F portfolio, value $12,135,926.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 38,320 shares
    Change vs previous 13F +5,985 shares

    0.04% of the 13F portfolio, value $14,177,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 32,335 shares
    Change vs previous 13F +1,521 shares

    0.03% of the 13F portfolio, value $10,741,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 30,814 shares
    Change vs previous 13F +462 shares

    0.03% of the 13F portfolio, value $9,829,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 30,352 shares
    Change vs previous 13F +553 shares

    0.03% of the 13F portfolio, value $8,166,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 29,799 shares
    Change vs previous 13F +6,816 shares

    0.04% of the 13F portfolio, value $8,844,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 22,983 shares
    Change vs previous 13F +1,857 shares

    0.03% of the 13F portfolio, value $6,233,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 21,126 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,892,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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