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Disclosery

MASSACHUSETTS FINANCIAL SERVICES CO /MA/: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MASSACHUSETTS FINANCIAL SERVICES CO /MA/ on AXP, newest first. How the timeline and the estimate are built.

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held 4,467,904 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,467,904 shares
    Change vs previous 13F -599,751 shares

    0.49% of the 13F portfolio, value $1,535,128,955.

    13F-HR 0000912938-26-000775 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 5,067,655 shares
    Change vs previous 13F -739,804 shares

    0.52% of the 13F portfolio, value $1,560,863,916.

    13F-HR 0000912938-26-000604 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 5,807,459 shares
    Change vs previous 13F -686,853 shares

    0.69% of the 13F portfolio, value $2,148,469,457.

    13F-HR 0000912938-26-000025 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 6,494,312 shares
    Change vs previous 13F -866,177 shares

    0.67% of the 13F portfolio, value $2,157,150,674.

    13F-HR 0000912938-25-000200 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 7,360,489 shares
    Change vs previous 13F -508,792 shares

    0.75% of the 13F portfolio, value $2,347,848,781.

    13F-HR 0000912938-25-000121 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 7,869,281 shares
    Change vs previous 13F -676,805 shares

    0.7% of the 13F portfolio, value $2,117,230,052.

    13F-HR 0000912938-25-000044 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 8,546,086 shares
    Change vs previous 13F -647,315 shares

    0.8% of the 13F portfolio, value $2,536,392,864.

    13F-HR 0000912938-25-000009 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 9,193,401 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,493,250,353.

    13F-HR 0000912938-24-000298 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

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