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Livermore
Livermore
ZHEN

Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

AXP holding history

American Express Co in every 13F filed by Coastal Bridge 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)
13,692
Value
$4.63M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AXP by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,692$4.63M0.3%−817−5.6%ReducedHolders
Q1 202614,509$4.39M0.3%−545−3.6%ReducedHolders
Q4 202515,054$5.57M0.4%+11+0.1%AddedHolders
Q3 202515,043$5.00M0.4%−19−0.1%ReducedHolders
Q2 202515,062$4.80M0.4%+201+1.4%AddedHolders
Q1 202514,861$4.00M0.6%+5,994+67.6%AddedHolders
Q4 20248,867$2.63M0.7%+8+0.1%AddedHolders
Q3 20248,859$2.40M0.6%−15−0.2%ReducedHolders
Q2 20248,874$2.05M0.5%+25+0.3%AddedHolders
Q1 20248,849$2.01M0.5%+10+0.1%AddedHolders
Q4 20238,839$1.66M0.4%+12+0.1%AddedHolders
Q3 20238,827$1.32M0.4%+212+2.5%AddedHolders
Q2 20238,615$1.50M0.4%+62+0.7%AddedHolders
Q1 20238,553$1.41M0.4%+10+0.1%AddedHolders
Q4 20228,543$1.26M0.4%−32−0.4%ReducedHolders
Q3 20228,575$1.16M0.3%+54+0.6%AddedHolders
Q2 20228,521$1.18M0.4%+10+0.1%AddedHolders
Q1 20228,511$1.59M0.4%+7+0.1%AddedHolders
Q4 20218,504$1.39M0.3%+8+0.1%AddedHolders
Q3 20218,496$1.42M0.3%+8+0.1%AddedHolders
Q2 20218,488$1.40M0.3%+1,008+13.5%AddedHolders
Q1 20217,480$1.06M0.2%––Holders

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