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Livermore
Livermore
ZHEN

Stratos Wealth Advisors, LLC

SEC CIK
0001707202
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Stratos Wealth 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)
5,001
Value
$1.69M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of AXP by Stratos Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,001$1.69M0.1%−308−5.8%ReducedHolders
Q1 20265,309$1.61M0.1%+170+3.3%AddedHolders
Q4 20255,139$1.90M0.1%+116+2.3%AddedHolders
Q3 20255,023$1.67M0.1%−286−5.4%ReducedHolders
Q2 20255,309$1.69M0.1%+131+2.5%AddedHolders
Q1 20255,178$1.39M0.1%−470−8.3%ReducedHolders
Q4 20245,648$1.68M0.1%−601−9.6%ReducedHolders
Q3 20246,249$1.69M0.1%−37−0.6%ReducedHolders
Q2 20246,286$1.46M0.1%+3,588+133.0%AddedHolders
Q1 20242,698$614.5K<0.1%+491+22.2%AddedHolders
Q4 20232,207$413.5K<0.1%−409−15.6%ReducedHolders
Q3 20232,616$390.4K<0.1%+1,149+78.3%AddedHolders
Q2 20231,467$255.6K<0.1%+96+7.0%AddedHolders
Q1 20231,371$226.2K<0.1%+1,371NewHolders
Q4 20220$00.0%−1,725−100.0%Sold outHolders
Q3 20221,725$233.0K<0.1%−83−4.6%ReducedHolders
Q2 20221,808$251.0K<0.1%+10+0.6%AddedHolders
Q1 20221,798$336.0K<0.1%+10+0.6%AddedHolders
Q4 20211,788$293.0K<0.1%+99+5.9%AddedHolders
Q3 20211,689$283.0K<0.1%−270−13.8%ReducedHolders
Q2 20211,959$324.0K<0.1%−59−2.9%ReducedHolders
Q1 20212,018$285.0K<0.1%––Holders

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