BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by BKD Wealth 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): 15,205
Value: $5.14M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of AXP by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,205	$5.14M	0.1%	+13+0.1%	Added	Holders
Q1 2026	15,192	$4.60M	0.1%	−45−0.3%	Reduced	Holders
Q4 2025	15,237	$5.64M	0.1%	+128+0.8%	Added	Holders
Q3 2025	15,109	$5.02M	0.1%	+42+0.3%	Added	Holders
Q2 2025	15,067	$4.81M	0.1%	−70.0%	Reduced	Holders
Q1 2025	15,074	$4.06M	0.1%	+4,408+41.3%	Added	Holders
Q4 2024	10,666	$3.17M	0.1%	−258−2.4%	Reduced	Holders
Q3 2024	10,924	$2.96M	0.1%	−4,404−28.7%	Reduced	Holders
Q2 2024	15,328	$3.55M	0.1%	+4,356+39.7%	Added	Holders
Q1 2024	10,972	$2.50M	0.1%	−336−3.0%	Reduced	Holders
Q4 2023	11,308	$2.12M	0.1%	−687−5.7%	Reduced	Holders
Q3 2023	11,995	$1.79M	0.1%	+335+2.9%	Added	Holders
Q2 2023	11,660	$2.03M	0.1%	+1,744+17.6%	Added	Holders
Q1 2023	9,916	$1.64M	0.1%	+32+0.3%	Added	Holders
Q4 2022	9,884	$1.46M	0.1%	−1,015−9.3%	Reduced	Holders
Q3 2022	10,899	$1.47M	0.1%	−257−2.3%	Reduced	Holders
Q2 2022	11,156	$1.55M	0.1%	−450−3.9%	Reduced	Holders
Q1 2022	11,606	$2.17M	0.1%	−615−5.0%	Reduced	Holders
Q4 2021	12,221	$2.00M	0.1%	−1,000−7.6%	Reduced	Holders
Q3 2021	13,221	$2.21M	0.1%	+132+1.0%	Added	Holders
Q2 2021	13,089	$2.16M	0.1%	−1,294−9.0%	Reduced	Holders
Q1 2021	14,383	$2.03M	0.1%	–	–	Holders

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