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Wellington Management · AXP Holdings Trend

American Express · SEC 13F

Wellington Management Holdings of AXP by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q122.0M$5.0B
2024Q219.1M$4.4B-11.8%
2024Q316.1M$4.4B-1.5%
2024Q415.9M$4.7B+8.0%
2025Q118.0M$4.8B+3.1%
2025Q214.9M$4.8B-2.0%
2025Q313.0M$4.3B-9.3%
2025Q48.0M$2.9B-31.6%
2026Q14.2M$1.3B-57.0%

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Data source: SEC EDGAR Form 13F