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Livermore
Livermore
ZHEN

Atlantic Trust, LLC

SEC CIK
0001708001
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by Atlantic Trust, 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)
1,779
Value
$601.8K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of AXP by Atlantic Trust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,779$601.8K0.1%00.0%UnchangedHolders
Q1 20261,779$538.1K0.1%00.0%UnchangedHolders
Q4 20251,779$658.2K0.1%+280+18.7%AddedHolders
Q3 20251,499$497.9K0.1%−11−0.7%ReducedHolders
Q2 20251,510$481.7K0.1%−104−6.4%ReducedHolders
Q1 20251,614$434.2K0.1%−130−7.5%ReducedHolders
Q4 20241,744$517.6K0.1%00.0%UnchangedHolders
Q3 20241,744$473.0K0.1%00.0%UnchangedHolders
Q2 20241,744$403.8K0.1%00.0%UnchangedHolders
Q1 20241,744$397.1K0.1%+50+3.0%AddedHolders
Q4 20231,694$317.4K0.1%00.0%UnchangedHolders
Q3 20231,694$252.7K0.1%+500+41.9%AddedHolders
Q2 20231,194$208.0K0.1%00.0%UnchangedHolders
Q1 20231,194$197.0K0.1%00.0%UnchangedHolders
Q4 20221,194$176.0K0.1%00.0%UnchangedHolders
Q3 20221,194$161.0K0.1%+1,194NewHolders