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Puzo Michael J

SEC CIK
0001053914
Latest filing
Aug 10, 2026

AXP holding history

American Express Co in every 13F filed by Puzo Michael J, 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)
19,362
Value
$6.55M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of AXP by Puzo Michael J, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,362$6.55M1.7%+3,076+18.9%AddedHolders
Q1 202616,286$4.93M1.4%+1,368+9.2%AddedHolders
Q4 202514,918$5.52M1.5%+4,350+41.2%AddedHolders
Q3 202510,568$3.51M1.0%+2,799+36.0%AddedHolders
Q2 20257,769$2.48M0.7%+4,866+167.6%AddedHolders
Q1 20252,903$781.1K0.2%+1,603+123.3%AddedHolders
Q4 20241,300$385.8K0.1%00.0%UnchangedHolders
Q3 20241,300$352.6K0.1%−100−7.1%ReducedHolders
Q2 20241,400$324.2K0.1%−100−6.7%ReducedHolders
Q1 20241,500$341.5K0.1%−100−6.3%ReducedHolders
Q4 20231,600$299.7K0.1%00.0%UnchangedHolders
Q3 20231,600$238.7K0.1%00.0%UnchangedHolders
Q2 20231,600$278.7K0.1%00.0%UnchangedHolders
Q1 20231,600$263.9K0.1%00.0%UnchangedHolders
Q4 20221,600$236.4K0.1%00.0%UnchangedHolders
Q3 20221,600$216.0K0.1%00.0%UnchangedHolders
Q2 20221,600$222.0K0.1%00.0%UnchangedHolders
Q1 20221,600$299.0K0.1%00.0%UnchangedHolders
Q4 20211,600$262.0K0.1%00.0%UnchangedHolders
Q3 20211,600$268.0K0.1%00.0%UnchangedHolders
Q2 20211,600$264.0K0.1%00.0%UnchangedHolders
Q1 20211,600$226.0K0.1%––Holders

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