Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Perigon Wealth Management, 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): 66,831
Value: $22.6M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,831	$22.6M	0.4%	+482+0.7%	Added	Holders
Q1 2026	66,349	$20.1M	0.4%	+5,576+9.2%	Added	Holders
Q4 2025	60,773	$22.5M	0.4%	+723+1.2%	Added	Holders
Q3 2025	60,050	$19.9M	0.4%	+1,451+2.5%	Added	Holders
Q2 2025	58,599	$18.7M	0.4%	+1,005+1.7%	Added	Holders
Q1 2025	57,594	$15.5M	0.4%	+2,151+3.9%	Added	Holders
Q4 2024	55,443	$17.3M	0.4%	+680+1.2%	Added	Holders
Q3 2024	54,763	$14.9M	0.4%	−1,122−2.0%	Reduced	Holders
Q2 2024	55,885	$12.9M	0.4%	+1,223+2.2%	Added	Holders
Q1 2024	54,662	$12.4M	0.4%	−2,285−4.0%	Reduced	Holders
Q4 2023	56,947	$10.7M	0.3%	+4,461+8.5%	Added	Holders
Q3 2023	52,486	$7.83M	0.3%	+4,712+9.9%	Added	Holders
Q2 2023	47,774	$8.32M	0.3%	−1,751−3.5%	Reduced	Holders
Q1 2023	49,525	$8.17M	0.5%	+3,923+8.6%	Added	Holders
Q4 2022	45,602	$6.74M	0.4%	+5,887+14.8%	Added	Holders
Q3 2022	39,715	$5.36M	0.5%	+2,207+5.9%	Added	Holders
Q2 2022	37,508	$5.20M	0.4%	+4,665+14.2%	Added	Holders
Q1 2022	32,843	$6.14M	0.4%	−1,089−3.2%	Reduced	Holders
Q4 2021	33,932	$5.55M	0.4%	+3,144+10.2%	Added	Holders
Q3 2021	30,788	$5.16M	0.4%	+174+0.6%	Added	Holders
Q2 2021	30,614	$5.06M	0.5%	−1,655−5.1%	Reduced	Holders
Q1 2021	32,269	$4.56M	0.5%	–	–	Holders

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