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Livermore
Livermore
ZHEN

Wealthquest Corp

SEC CIK
0001632968
Latest filing
Jul 23, 2026

AXP holding history

American Express Co in every 13F filed by Wealthquest Corp, 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)
1,637
Value
$553.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AXP by Wealthquest Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,637$553.7K<0.1%−428−20.7%ReducedHolders
Q1 20262,065$624.6K<0.1%+299+16.9%AddedHolders
Q4 20251,766$653.3K<0.1%+1,766NewHolders
Q3 20250$00.0%−1,818−100.0%Sold outHolders
Q2 20251,818$579.9K<0.1%+46+2.6%AddedHolders
Q1 20251,772$476.8K<0.1%+4+0.2%AddedHolders
Q4 20241,768$524.7K<0.1%+32+1.8%AddedHolders
Q3 20241,736$466.3K<0.1%+5+0.3%AddedHolders
Q2 20241,731$400.8K<0.1%00.0%UnchangedHolders
Q1 20241,731$394.1K<0.1%+12+0.7%AddedHolders
Q4 20231,719$322.0K<0.1%−27−1.5%ReducedHolders
Q3 20231,746$260.5K<0.1%+27+1.6%AddedHolders
Q2 20231,719$299.4K<0.1%00.0%UnchangedHolders
Q1 20231,719$283.5K<0.1%−43−2.4%ReducedHolders
Q4 20221,762$260.3K<0.1%00.0%UnchangedHolders
Q3 20221,762$237.0K<0.1%00.0%UnchangedHolders
Q2 20221,762$244.0K<0.1%−2−0.1%ReducedHolders
Q1 20221,764$288.0K<0.1%00.0%UnchangedHolders
Q4 20211,764$288.0K<0.1%−43−2.4%ReducedHolders
Q3 20211,807$302.0K0.1%−43−2.3%ReducedHolders
Q2 20211,850$305.0K0.1%+131+7.6%AddedHolders
Q1 20211,719$243.0K<0.1%––Holders

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