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Livermore
Livermore
ZHEN

HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

AXP holding history

American Express Co in every 13F filed by HCR Wealth Advisors, 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)
2,258
Value
$763.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,258$763.8K0.1%+625+38.3%AddedHolders
Q1 20261,633$493.9K0.1%00.0%UnchangedHolders
Q4 20251,633$604.1K0.1%+66+4.2%AddedHolders
Q3 20251,567$517.9K0.1%−3−0.2%ReducedHolders
Q2 20251,570$500.8K0.1%−504−24.3%ReducedHolders
Q1 20252,074$558.0K0.1%−4−0.2%ReducedHolders
Q4 20242,078$616.7K0.1%+3+0.1%AddedHolders
Q3 20242,075$562.7K0.1%00.0%UnchangedHolders
Q2 20242,075$480.5K0.1%−64−3.0%ReducedHolders
Q1 20242,139$487.1K0.1%−26−1.2%ReducedHolders
Q4 20232,165$405.6K0.1%+390+22.0%AddedHolders
Q3 20231,775$264.8K0.1%00.0%UnchangedHolders
Q2 20231,775$309.2K0.1%00.0%UnchangedHolders
Q1 20231,775$292.8K0.1%00.0%UnchangedHolders
Q4 20221,775$262.3K0.1%00.0%UnchangedHolders
Q3 20221,775$239.0K0.1%00.0%UnchangedHolders
Q2 20221,775$247.0K<0.1%00.0%UnchangedHolders
Q1 20221,775$332.0K0.1%00.0%UnchangedHolders
Q4 20211,775$290.0K<0.1%+10+0.6%AddedHolders
Q3 20211,765$296.0K<0.1%00.0%UnchangedHolders
Q2 20211,765$292.0K0.1%00.0%UnchangedHolders
Q1 20211,765$250.0K<0.1%––Holders

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