Anchor Capital Advisors LLC

SEC CIK: 0000813933
Latest filing: Sep 3, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Anchor Capital Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q2 2026): 49,871
Value: $16.9M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Anchor Capital Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,871	$16.9M	0.5%	−3,357−6.3%	Reduced	Holders
Q1 2026	53,228	$16.1M	0.5%	−121−0.2%	Reduced	Holders
Q4 2025	53,349	$19.7M	0.6%	−1,740−3.2%	Reduced	Holders
Q3 2025	55,089	$18.3M	0.5%	−1,329−2.4%	Reduced	Holders
Q2 2025	56,418	$18.0M	0.5%	+9,664+20.7%	Added	Holders
Q1 2025	46,754	$12.6M	0.4%	−2,263−4.6%	Reduced	Holders
Q4 2024	49,017	$14.5M	0.4%	−12,392−20.2%	Reduced	Holders
Q3 2024	61,409	$16.7M	0.4%	−868−1.4%	Reduced	Holders
Q2 2024	62,277	$14.4M	0.4%	+9,769+18.6%	Added	Holders
Q1 2024	52,508	$12.0M	0.3%	−9,282−15.0%	Reduced	Holders
Q4 2023	61,790	$11.6M	0.3%	−1,139−1.8%	Reduced	Holders
Q3 2023	62,929	$9.39M	0.3%	−1,262−2.0%	Reduced	Holders
Q2 2023	64,191	$11.2M	0.3%	−3,060−4.6%	Reduced	Holders
Q1 2023	67,251	$11.1M	0.3%	+1,640+2.5%	Added	Holders
Q4 2022	65,611	$9.69M	0.2%	−3,877−5.6%	Reduced	Holders
Q3 2022	69,488	$9.38M	0.3%	−3,875−5.3%	Reduced	Holders
Q2 2022	73,363	$10.2M	0.3%	−5,780−7.3%	Reduced	Holders
Q1 2022	79,143	$14.8M	0.3%	−76,067−49.0%	Reduced	Holders
Q4 2021	155,210	$25.4M	0.5%	−5,490−3.4%	Reduced	Holders
Q3 2021	160,700	$26.9M	0.6%	−37,904−19.1%	Reduced	Holders
Q2 2021	198,604	$32.8M	0.7%	−1,928−1.0%	Reduced	Holders
Q1 2021	200,532	$28.4M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.