Naples Global Advisors, LLC

SEC CIK: 0001582151
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Naples Global Advisors, 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): 25,742
Value: $8.71M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Naples Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,742	$8.71M	0.5%	+153+0.6%	Added	Holders
Q1 2026	25,589	$7.74M	0.6%	+3,130+13.9%	Added	Holders
Q4 2025	22,459	$8.31M	0.6%	−409−1.8%	Reduced	Holders
Q3 2025	22,868	$7.60M	0.6%	−387−1.7%	Reduced	Holders
Q2 2025	23,255	$7.42M	0.6%	+1,792+8.3%	Added	Holders
Q1 2025	21,463	$5.77M	0.5%	−356−1.6%	Reduced	Holders
Q4 2024	21,819	$6.48M	0.6%	−260−1.2%	Reduced	Holders
Q3 2024	22,079	$5.99M	0.6%	−70−0.3%	Reduced	Holders
Q2 2024	22,149	$5.13M	0.5%	−50−0.2%	Reduced	Holders
Q1 2024	22,199	$5.05M	0.5%	−92−0.4%	Reduced	Holders
Q4 2023	22,291	$4.18M	0.5%	+737+3.4%	Added	Holders
Q3 2023	21,554	$3.22M	0.4%	+1,045+5.1%	Added	Holders
Q2 2023	20,509	$3.57M	0.4%	+398+2.0%	Added	Holders
Q1 2023	20,111	$3.32M	0.4%	+375+1.9%	Added	Holders
Q4 2022	19,736	$2.92M	0.4%	+770+4.1%	Added	Holders
Q3 2022	18,966	$2.56M	0.4%	+380+2.0%	Added	Holders
Q2 2022	18,586	$2.59M	0.3%	+1,984+12.0%	Added	Holders
Q1 2022	16,602	$3.10M	0.4%	−115−0.7%	Reduced	Holders
Q4 2021	16,717	$2.73M	0.3%	+747+4.7%	Added	Holders
Q3 2021	15,970	$2.67M	0.4%	−195−1.2%	Reduced	Holders
Q2 2021	16,165	$2.67M	0.4%	+145+0.9%	Added	Holders
Q1 2021	16,020	$2.27M	0.3%	–	–	Holders

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