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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

AXP holding history

American Express Co in every 13F filed by BIP Wealth, 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)
2,938
Value
$993.6K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of AXP by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,938$993.6K<0.1%+788+36.7%AddedHolders
Q1 20262,150$650.3K<0.1%−734−25.5%ReducedHolders
Q4 20252,884$1.07M<0.1%+1,555+117.0%AddedHolders
Q3 20251,329$441.4K<0.1%+318+31.5%AddedHolders
Q2 20251,011$322.5K<0.1%−21−2.0%ReducedHolders
Q1 20251,032$277.7K<0.1%+1+0.1%AddedHolders
Q4 20241,031$306.0K<0.1%+24+2.4%AddedHolders
Q3 20241,007$273.1K<0.1%+25+2.5%AddedHolders
Q2 2024982$227.4K<0.1%00.0%UnchangedHolders
Q1 2024982$223.6K<0.1%+982NewHolders