Middleton & Co Inc
- SEC CIK
- 0000919497
- Latest filing
- Aug 10, 2026
AXP holding history
American Express Co in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,070
- Value
- $361.9K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,070 | $361.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,070 | $323.7K | <0.1% | −15−1.4% | Reduced | Holders |
| Q4 2025 | 1,085 | $401.4K | <0.1% | −40−3.6% | Reduced | Holders |
| Q3 2025 | 1,125 | $373.7K | <0.1% | −25−2.2% | Reduced | Holders |
| Q2 2025 | 1,150 | $366.8K | <0.1% | −69−5.7% | Reduced | Holders |
| Q1 2025 | 1,219 | $328.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,219 | $361.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,219 | $330.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,219 | $282.3K | <0.1% | −50−3.9% | Reduced | Holders |
| Q1 2024 | 1,269 | $288.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,269 | $237.7K | <0.1% | +1,269 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,269−100.0% | Sold out | Holders |
| Q2 2023 | 1,269 | $221.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,269 | $209.3K | <0.1% | −131−9.4% | Reduced | Holders |
| Q4 2022 | 1,400 | $206.8K | <0.1% | +1,400 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,400−100.0% | Sold out | Holders |
| Q1 2022 | 1,400 | $262.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,400 | $229.0K | <0.1% | −50−3.4% | Reduced | Holders |
| Q3 2021 | 1,450 | $243.0K | <0.1% | −400−21.6% | Reduced | Holders |
| Q2 2021 | 1,850 | $306.0K | <0.1% | +1,850 | New | Holders |