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Livermore
Livermore
ZHEN

Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by Summit Asset Management, 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 (Q2 2026)
1,265
Value
$427.9K
% of portfolio
0.1%
Quarters held
17
Since Q2 2021
Holdings of AXP by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,265$427.9K0.1%00.0%UnchangedHolders
Q1 20261,265$382.6K0.1%00.0%UnchangedHolders
Q4 20251,265$468.0K0.1%−85−6.3%ReducedHolders
Q3 20251,350$448.4K0.1%00.0%UnchangedHolders
Q2 20251,350$430.6K0.1%+35+2.7%AddedHolders
Q1 20251,315$353.8K0.1%00.0%UnchangedHolders
Q4 20241,315$390.3K0.1%00.0%UnchangedHolders
Q3 20241,315$356.6K0.1%00.0%UnchangedHolders
Q2 20241,315$304.5K0.1%00.0%UnchangedHolders
Q1 20241,315$299.4K0.1%00.0%UnchangedHolders
Q4 20231,315$246.4K0.1%+1,315NewHolders
Q3 20230$00.0%−1,315−100.0%Sold outHolders
Q2 20231,315$229.1K0.1%00.0%UnchangedHolders
Q1 20231,315$216.9K0.1%+1,315NewHolders
Q2 20220$00.0%−1,315−100.0%Sold outHolders
Q1 20221,315$246.0K0.1%00.0%UnchangedHolders
Q4 20211,315$215.0K0.1%+45+3.5%AddedHolders
Q3 20211,270$213.0K0.1%00.0%UnchangedHolders
Q2 20211,270$210.0K0.1%+1,270NewHolders