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Livermore
Livermore
ZHEN

Colonial Trust Advisors

SEC CIK
0001567993
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Colonial Trust Advisors, 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)
1,169
Value
$395.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AXP by Colonial Trust Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,169$395.4K<0.1%+43+3.8%AddedHolders
Q1 20261,126$340.6K<0.1%00.0%UnchangedHolders
Q4 20251,126$416.6K<0.1%−230−17.0%ReducedHolders
Q3 20251,356$450.4K<0.1%00.0%UnchangedHolders
Q2 20251,356$432.5K<0.1%00.0%UnchangedHolders
Q1 20251,356$364.8K<0.1%00.0%UnchangedHolders
Q4 20241,356$402.4K<0.1%00.0%UnchangedHolders
Q3 20241,356$367.7K<0.1%00.0%UnchangedHolders
Q2 20241,356$314.0K<0.1%−18−1.3%ReducedHolders
Q1 20241,374$312.8K<0.1%−44−3.1%ReducedHolders
Q4 20231,418$265.6K<0.1%−2,085−59.5%ReducedHolders
Q3 20233,503$522.6K0.1%−39−1.1%ReducedHolders
Q2 20233,542$617.0K0.1%00.0%UnchangedHolders
Q1 20233,542$584.3K0.1%−9,105−72.0%ReducedHolders
Q4 202212,647$1.87M0.2%+9,171+263.8%AddedHolders
Q3 20223,476$469.0K0.1%+3,476NewHolders
Q2 20220$00.0%−1,226−100.0%Sold outHolders
Q1 20221,226$229.0K<0.1%−205−14.3%ReducedHolders
Q4 20211,431$234.0K<0.1%00.0%UnchangedHolders
Q3 20211,431$240.0K<0.1%00.0%UnchangedHolders
Q2 20211,431$236.0K<0.1%00.0%UnchangedHolders
Q1 20211,431$202.0K<0.1%––Holders

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