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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

AXP holding history

American Express Co in every 13F filed by Smith, Salley & Associates, 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)
13,053
Value
$4.42M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AXP by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,053$4.42M0.2%+106+0.8%AddedHolders
Q1 202612,947$3.92M0.2%−10.0%ReducedHolders
Q4 202512,948$4.79M0.2%+10.0%AddedHolders
Q3 202512,947$4.30M0.2%−224−1.7%ReducedHolders
Q2 202513,171$4.20M0.2%−179−1.3%ReducedHolders
Q1 202513,350$3.59M0.2%+179+1.4%AddedHolders
Q4 202413,171$3.91M0.3%00.0%UnchangedHolders
Q3 202413,171$3.57M0.2%−27−0.2%ReducedHolders
Q2 202413,198$3.06M0.2%+15+0.1%AddedHolders
Q1 202413,183$3.00M0.2%+89+0.7%AddedHolders
Q4 202313,094$2.45M0.2%+300+2.3%AddedHolders
Q3 202312,794$1.91M0.1%−103−0.8%ReducedHolders
Q2 202312,897$2.25M0.2%+429+3.4%AddedHolders
Q1 202312,468$2.06M0.2%−44−0.4%ReducedHolders
Q4 202212,512$1.85M0.2%00.0%UnchangedHolders
Q3 202212,512$1.69M0.2%+14+0.1%AddedHolders
Q2 202212,498$1.73M0.1%+616+5.2%AddedHolders
Q1 202211,882$2.22M0.2%−7−0.1%ReducedHolders
Q4 202111,889$1.95M0.1%+27+0.2%AddedHolders
Q3 202111,862$1.99M0.2%00.0%UnchangedHolders
Q2 202111,862$1.96M0.2%+50.0%AddedHolders
Q1 202111,857$1.68M0.2%––Holders

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