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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by First Foundation Advisors, 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)
3,389
Value
$1.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,389$1.15M<0.1%−503−12.9%ReducedHolders
Q1 20263,892$1.18M<0.1%+80+2.1%AddedHolders
Q4 20253,812$1.41M0.1%−48−1.2%ReducedHolders
Q3 20253,860$1.28M<0.1%+240+6.6%AddedHolders
Q2 20253,620$1.15M<0.1%+296+8.9%AddedHolders
Q1 20253,324$894.4K<0.1%−7−0.2%ReducedHolders
Q4 20243,331$988.7K<0.1%−10−0.3%ReducedHolders
Q3 20243,341$906.1K<0.1%+123+3.8%AddedHolders
Q2 20243,218$745.2K<0.1%−43−1.3%ReducedHolders
Q1 20243,261$742.6K<0.1%+220+7.2%AddedHolders
Q4 20233,041$569.7K<0.1%−1,490−32.9%ReducedHolders
Q3 20234,531$676.0K<0.1%−236−5.0%ReducedHolders
Q2 20234,767$830.4K<0.1%+164+3.6%AddedHolders
Q1 20234,603$759.3K<0.1%+38+0.8%AddedHolders
Q4 20224,565$674.5K<0.1%+250+5.8%AddedHolders
Q3 20224,315$582.0K<0.1%−165−3.7%ReducedHolders
Q2 20224,480$621.0K<0.1%−423−8.6%ReducedHolders
Q1 20224,903$917.0K<0.1%+1,510+44.5%AddedHolders
Q4 20213,393$555.0K<0.1%+74+2.2%AddedHolders
Q3 20213,319$556.0K<0.1%−119−3.5%ReducedHolders
Q2 20213,438$568.0K<0.1%+208+6.4%AddedHolders
Q1 20213,230$457.0K<0.1%––Holders

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