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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

AXP holding history

American Express Co in every 13F filed by Gradient Investments 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)
2,580
Value
$872.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,580$872.7K<0.1%+1,074+71.3%AddedHolders
Q1 20261,506$455.5K<0.1%−52−3.3%ReducedHolders
Q4 20251,558$576.3K<0.1%−590−27.5%ReducedHolders
Q3 20252,148$713.4K<0.1%−93−4.1%ReducedHolders
Q2 20252,241$714.8K<0.1%−45,526−95.3%ReducedHolders
Q1 202547,767$12.9M0.3%−499−1.0%ReducedHolders
Q4 202448,266$14.3M0.3%−5,689−10.5%ReducedHolders
Q3 202453,955$14.6M0.3%−16,864−23.8%ReducedHolders
Q2 202470,819$16.4M0.4%−3,363−4.5%ReducedHolders
Q1 202474,182$16.9M0.4%−23,933−24.4%ReducedHolders
Q4 202398,115$18.4M0.4%+94,354+2,508.7%AddedHolders
Q3 20233,761$561.1K<0.1%−6−0.2%ReducedHolders
Q2 20233,767$656.2K<0.1%−34,285−90.1%ReducedHolders
Q1 202338,052$6.28M0.2%+7,010+22.6%AddedHolders
Q4 202231,042$4.59M0.1%−2,068−6.2%ReducedHolders
Q3 202233,110$4.47M0.1%+2,839+9.4%AddedHolders
Q2 202230,271$4.20M0.1%−1,606−5.0%ReducedHolders
Q1 202231,877$5.96M0.2%−6,858−17.7%ReducedHolders
Q4 202138,735$6.34M0.2%−15,280−28.3%ReducedHolders
Q3 202154,015$9.05M0.3%+2,217+4.3%AddedHolders
Q2 202151,798$8.56M0.3%+917+1.8%AddedHolders
Q1 202150,881$7.20M0.2%––Holders

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