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Livermore
Livermore
ZHEN

True North Advisors, LLC

SEC CIK
0001634556
Latest filing
Jul 22, 2026

AXP holding history

American Express Co in every 13F filed by True North 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)
1,560
Value
$527.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by True North Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,560$527.6K0.1%+65+4.3%AddedHolders
Q1 20261,495$452.3K0.1%−203−12.0%ReducedHolders
Q4 20251,698$628.3K0.1%−33−1.9%ReducedHolders
Q3 20251,731$574.9K0.1%+48+2.9%AddedHolders
Q2 20251,683$537.0K0.1%+235+16.2%AddedHolders
Q1 20251,448$389.6K0.1%+155+12.0%AddedHolders
Q4 20241,293$383.7K0.1%+143+12.4%AddedHolders
Q3 20241,150$311.9K0.1%00.0%UnchangedHolders
Q2 20241,150$266.3K0.1%00.0%UnchangedHolders
Q1 20241,150$261.8K0.1%−5−0.4%ReducedHolders
Q4 20231,155$216.4K0.1%−7,329−86.4%ReducedHolders
Q3 20238,484$1.27M0.4%−3,666−30.2%ReducedHolders
Q2 202312,150$2.12M0.6%+1,150+10.5%AddedHolders
Q1 202311,000$1.81M0.5%00.0%UnchangedHolders
Q4 202211,000$1.63M0.6%00.0%UnchangedHolders
Q3 202211,000$1.48M0.5%00.0%UnchangedHolders
Q2 202211,000$1.52M0.5%00.0%UnchangedHolders
Q1 202211,000$2.06M0.6%00.0%UnchangedHolders
Q4 202111,000$1.80M0.3%00.0%UnchangedHolders
Q3 202111,000$1.84M0.4%00.0%UnchangedHolders
Q2 202111,000$1.82M0.4%00.0%UnchangedHolders
Q1 202111,000$1.55M0.4%––Holders

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