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Wellington Shields Capital Management, LLC: AXP position timeline

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

Wellington Shields Capital Management, LLC held 52,406 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,406 shares
    Change vs previous 13F -3,749 shares

    1.44% of the 13F portfolio, value $17,726,197.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 47,791 shares
    • Wellington Shields & Co., LLC: 4,615 shares

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

  2. period ended2026-03-31
    13F 56,155 shares
    Change vs previous 13F +10,920 shares

    1.6% of the 13F portfolio, value $16,985,968.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 51,094 shares
    • Wellington Shields & Co., LLC: 5,061 shares

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

  3. period ended2025-12-31
    13F 45,235 shares
    Change vs previous 13F +1,925 shares

    1.53% of the 13F portfolio, value $16,734,743.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 40,049 shares
    • Wellington Shields & Co., LLC: 5,186 shares

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

  4. period ended2025-09-30
    13F 43,310 shares
    Change vs previous 13F +2,248 shares

    1.38% of the 13F portfolio, value $14,386,134.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 38,291 shares
    • Wellington Shields & Co., LLC: 5,019 shares

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

  5. period ended2025-06-30
    13F 41,062 shares
    Change vs previous 13F +917 shares

    1.39% of the 13F portfolio, value $13,098,075.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 36,063 shares
    • Wellington Shields & Co., LLC: 4,999 shares

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

  6. period ended2025-03-31
    13F 40,145 shares
    Change vs previous 13F -143,434 shares

    1.24% of the 13F portfolio, value $10,800,900.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 35,529 shares
    • Wellington Shields & Co., LLC: 4,616 shares

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

  7. period ended2024-12-31
    13F 183,579 shares
    Change vs previous 13F +147,929 shares

    1.19% of the 13F portfolio, value $10,590,562.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 179,359 shares
    • Wellington Shields & Co., LLC: 4,220 shares

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

  8. period ended2024-09-30
    13F 35,650 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $9,668,385.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 31,430 shares
    • Wellington Shields & Co., LLC: 4,220 shares

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