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Shepherd Kaplan Krochuk, LLC

SEC CIK
0001218583
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Shepherd Kaplan Krochuk, LLC, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of AXP by Shepherd Kaplan Krochuk, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−3,000−100.0%Sold outHolders
Q3 20223,000$405.0K0.2%00.0%UnchangedHolders
Q2 20223,000$416.0K0.2%00.0%UnchangedHolders
Q1 20223,000$561.0K0.2%00.0%UnchangedHolders
Q4 20213,000$491.0K0.2%00.0%UnchangedHolders
Q3 20213,000$503.0K0.2%−100−3.2%ReducedHolders
Q2 20213,100$512.0K0.2%−1,200−27.9%ReducedHolders
Q1 20214,300$608.0K0.2%––Holders

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