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Livermore
Livermore
ZHEN

Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

AXP holding history

American Express Co in every 13F filed by Joel Isaacson & Co., 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)
13,924
Value
$4.71M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,924$4.71M0.1%−18−0.1%ReducedHolders
Q1 202613,942$4.22M0.1%+56+0.4%AddedHolders
Q4 202513,886$5.14M0.2%+112+0.8%AddedHolders
Q3 202513,774$4.58M0.2%+2,047+17.5%AddedHolders
Q2 202511,727$3.74M0.2%+1,503+14.7%AddedHolders
Q1 202510,224$2.75M0.1%+381+3.9%AddedHolders
Q4 20249,843$2.92M0.1%00.0%UnchangedHolders
Q3 20249,843$2.67M0.1%−256−2.5%ReducedHolders
Q2 202410,099$2.34M0.1%+408+4.2%AddedHolders
Q1 20249,691$2.21M0.1%+40.0%AddedHolders
Q4 20239,687$1.81M0.1%+1,904+24.5%AddedHolders
Q3 20237,783$1.16M0.1%+350+4.7%AddedHolders
Q2 20237,433$1.29M0.1%00.0%UnchangedHolders
Q1 20237,433$1.23M0.1%00.0%UnchangedHolders
Q4 20227,433$1.10M0.1%−216−2.8%ReducedHolders
Q3 20227,649$1.03M0.1%+92+1.2%AddedHolders
Q2 20227,557$1.05M0.1%00.0%UnchangedHolders
Q1 20227,557$1.39M0.1%00.0%UnchangedHolders
Q4 20217,557$1.24M0.1%00.0%UnchangedHolders
Q3 20217,557$1.27M0.1%+6+0.1%AddedHolders
Q2 20217,551$1.25M0.1%+356+4.9%AddedHolders
Q1 20217,195$1.02M0.1%––Holders

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