Skip to main content
Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Heritage Wealth 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)
1,392
Value
$470.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,392$470.8K<0.1%−48−3.3%ReducedHolders
Q1 20261,440$435.6K<0.1%+14+1.0%AddedHolders
Q4 20251,426$527.5K<0.1%00.0%UnchangedHolders
Q3 20251,426$473.7K<0.1%00.0%UnchangedHolders
Q2 20251,426$454.9K<0.1%00.0%UnchangedHolders
Q1 20251,426$383.7K<0.1%−4−0.3%ReducedHolders
Q4 20241,430$424.4K<0.1%+4+0.3%AddedHolders
Q3 20241,426$386.7K<0.1%+105+7.9%AddedHolders
Q2 20241,321$305.9K<0.1%−2,240−62.9%ReducedHolders
Q1 20243,561$810.8K<0.1%00.0%UnchangedHolders
Q4 20233,561$667.1K<0.1%−666−15.8%ReducedHolders
Q3 20234,227$630.6K<0.1%−18−0.4%ReducedHolders
Q2 20234,245$739.4K<0.1%+36+0.9%AddedHolders
Q1 20234,209$694.2K<0.1%00.0%UnchangedHolders
Q4 20224,209$621.8K<0.1%00.0%UnchangedHolders
Q3 20224,209$567.8K<0.1%00.0%UnchangedHolders
Q2 20224,209$583.0K<0.1%+1,037+32.7%AddedHolders
Q1 20223,172$593.0K<0.1%00.0%UnchangedHolders
Q4 20213,172$519.0K<0.1%00.0%UnchangedHolders
Q3 20213,172$531.3K<0.1%00.0%UnchangedHolders
Q2 20213,172$524.0K<0.1%00.0%UnchangedHolders
Q1 20213,172$448.6K<0.1%––Holders

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