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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Wealthspire 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)
95,731
Value
$32.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AXP by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,731$32.4M0.2%+81,314+564.0%AddedHolders
Q1 202614,417$4.36M<0.1%+132+0.9%AddedHolders
Q4 202514,285$5.28M<0.1%+3,231+29.2%AddedHolders
Q3 202511,054$3.67M<0.1%−207−1.8%ReducedHolders
Q2 202511,261$3.59M<0.1%+21+0.2%AddedHolders
Q1 202511,240$3.02M<0.1%−35−0.3%ReducedHolders
Q4 202411,275$3.35M<0.1%+1,377+13.9%AddedHolders
Q3 20249,898$2.68M<0.1%+4,428+81.0%AddedHolders
Q2 20245,470$1.27M<0.1%−325−5.6%ReducedHolders
Q1 20245,795$1.32M<0.1%−557−8.8%ReducedHolders
Q4 20236,352$1.19M<0.1%+625+10.9%AddedHolders
Q3 20235,727$854.4K<0.1%+654+12.9%AddedHolders
Q2 20235,073$883.8K<0.1%−5−0.1%ReducedHolders
Q1 20235,078$837.6K<0.1%−1,768−25.8%ReducedHolders
Q4 20226,846$1.01M<0.1%+1,746+34.2%AddedHolders
Q3 20225,100$688.0K<0.1%+1,108+27.8%AddedHolders
Q2 20223,992$553.0K<0.1%+649+19.4%AddedHolders
Q1 20223,343$625.0K<0.1%−3,591−51.8%ReducedHolders
Q4 20216,934$1.13M<0.1%−880−11.3%ReducedHolders
Q3 20217,814$1.31M<0.1%+5,237+203.2%AddedHolders
Q2 20212,577$426.0K<0.1%−11,548−81.8%ReducedHolders
Q1 202114,125$2.00M<0.1%––Holders

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