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Teamwork Financial Advisors, LLC

SEC CIK
0001629931
Latest filing
Jul 8, 2026

AXP holding history

American Express Co in every 13F filed by Teamwork Financial Advisors, 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)
38,660
Value
$13.1M
% of portfolio
1.2%
Quarters held
20
Since Q3 2021
Holdings of AXP by Teamwork Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,660$13.1M1.2%+1,840+5.0%AddedHolders
Q1 202636,820$11.1M1.2%−2,761−7.0%ReducedHolders
Q4 202539,581$14.6M1.6%−5,534−12.3%ReducedHolders
Q3 202545,115$15.0M1.6%+30,698+212.9%AddedHolders
Q2 202514,417$4.60M0.6%+489+3.5%AddedHolders
Q1 202513,928$3.75M0.5%−4,285−23.5%ReducedHolders
Q4 202418,213$5.41M0.7%+482+2.7%AddedHolders
Q3 202417,731$4.81M0.7%+756+4.5%AddedHolders
Q2 202416,975$3.93M0.6%+3,490+25.9%AddedHolders
Q1 202413,485$3.07M0.5%+723+5.7%AddedHolders
Q4 202312,762$2.39M0.4%−27,940−68.6%ReducedHolders
Q3 202340,702$6.07M1.0%+2,777+7.3%AddedHolders
Q2 202337,925$6.61M1.1%+3,673+10.7%AddedHolders
Q1 202334,252$5.65M1.0%+25,179+277.5%AddedHolders
Q4 20229,073$1.34M0.3%−23,355−72.0%ReducedHolders
Q3 202232,428$4.38M0.9%+6,008+22.7%AddedHolders
Q2 202226,420$3.66M0.8%+5,325+25.2%AddedHolders
Q1 202221,095$3.94M0.7%+8,679+69.9%AddedHolders
Q4 202112,416$2.03M0.4%+115+0.9%AddedHolders
Q3 202112,301$2.06M0.4%+12,301NewHolders