MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Holdings in AXP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,148,469,454 | 5,807,459 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $2,157,150,670 | 6,494,312 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $2,347,848,776 | 7,360,489 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,117,230,049 | 7,869,281 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $2,536,392,860 | 8,546,086 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $2,493,250,347 | 9,193,401 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,213,305,635 | 9,558,651 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $2,221,242,314 | 9,755,555 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,967,541,906 | 10,502,519 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,681,336,982 | 11,269,770 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $2,094,676,780 | 12,024,551 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $1,924,957,258 | 11,669,944 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,705,205,353 | 11,541,153 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,698,898,692 | 12,592,830 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,820,759,418 | 13,134,897 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $2,504,377,117 | 13,392,391 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $2,042,625,670 | 12,485,487 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $2,072,352,295 | 12,370,037 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $2,111,624,030 | 12,779,907 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,833,272,292 | 12,961,484 | Shares | Sole | 2021-05-13 |
| 2020-12-31 | $1,531,360,814 | 12,665,295 | Shares | Sole | 2021-05-12 |
| 2020-09-30 | $796,072,217 | 7,940,870 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $1,009,518,313 | 10,604,184 | Shares | Sole | 2020-11-20 |
| 2020-03-31 | $917,408,227 | 10,716,134 | Shares | Sole | 2020-11-20 |