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Disclosery

MARSHALL WACE, LLP: AXP position timeline

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

MARSHALL WACE, LLP held 1,429,163 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 1,429,163 shares
    Change vs previous 13F +1,303,120 shares

    0.41% of the 13F portfolio, value $483,414,392.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 126,043 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $38,125,485.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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