ENVESTNET ASSET MANAGEMENT INC: AXP position timeline

ENVESTNET ASSET MANAGEMENT INC held 756,536 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 756,536 shares

   Change vs previous 13F -14,119 shares

   0.06% of the 13F portfolio, value $255,890,407.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 732,160 shares
   • Envestnet Portfolio Solutions, Inc.: 24,376 shares
2. period ended2026-03-31

   13F 770,655 shares

   Change vs previous 13F +162,715 shares

   0.06% of the 13F portfolio, value $233,107,779.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 748,996 shares
   • Envestnet Portfolio Solutions, Inc.: 21,659 shares

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

3. period ended2025-12-31

   13F 607,940 shares

   Change vs previous 13F -58,621 shares

   0.06% of the 13F portfolio, value $224,893,624.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 586,876 shares
   • Envestnet Portfolio Solutions, Inc.: 21,064 shares

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

4. period ended2025-09-30

   13F 666,561 shares

   Change vs previous 13F -22,440 shares

   0.06% of the 13F portfolio, value $221,404,947.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 657,670 shares
   • Envestnet Portfolio Solutions, Inc.: 8,891 shares

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

5. period ended2025-06-30

   13F 689,001 shares

   Change vs previous 13F +4,295 shares

   0.06% of the 13F portfolio, value $219,774,755.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 679,608 shares
   • Envestnet Portfolio Solutions, Inc.: 9,393 shares

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

6. period ended2025-03-31

   13F 684,706 shares

   Change vs previous 13F -13,409 shares

   0.05% of the 13F portfolio, value $184,220,041.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 674,469 shares
   • Envestnet Portfolio Solutions, Inc.: 10,237 shares

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

7. period ended2024-12-31

   13F 698,115 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $207,193,625.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 681,435 shares
   • Envestnet Portfolio Solutions, Inc.: 16,680 shares

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