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OPPENHEIMER ASSET MANAGEMENT INC.: AXP position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 83,236 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 83,236 shares
    Change vs previous 13F +497 shares

    0.15% of the 13F portfolio, value $28,154,578.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 67,859 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 15,377 shares

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

  2. period ended2026-03-31
    13F 82,739 shares
    Change vs previous 13F +82,739 shares

    0.15% of the 13F portfolio, value $25,026,891.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 67,830 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,909 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -73,740 shares

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 73,740 shares
    Change vs previous 13F -2,889 shares

    0.14% of the 13F portfolio, value $24,493,478.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 64,754 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,986 shares

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

  5. period ended2025-06-30
    13F 76,629 shares
    Change vs previous 13F +6,170 shares

    0.15% of the 13F portfolio, value $24,443,118.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 66,168 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,461 shares

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

  6. period ended2025-03-31
    13F 70,459 shares
    Change vs previous 13F +1,733 shares

    0.13% of the 13F portfolio, value $18,956,993.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 56,909 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 13,550 shares

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

  7. period ended2024-12-31
    13F 68,726 shares
    Change vs previous 13F +2,371 shares

    0.14% of the 13F portfolio, value $20,397,190.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 50,009 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,717 shares

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

  8. period ended2024-09-30
    13F 66,355 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $17,995,475.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 45,050 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,305 shares

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