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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

AXP holding history

American Express Co in every 13F filed by Cypress Wealth Services, 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)
6,507
Value
$2.20M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AXP by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,507$2.20M0.3%+8+0.1%AddedHolders
Q1 20266,499$1.97M0.3%−182−2.7%ReducedHolders
Q4 20256,681$2.47M0.3%+551+9.0%AddedHolders
Q3 20256,130$2.04M0.3%+24+0.4%AddedHolders
Q2 20256,106$1.95M0.3%+607+11.0%AddedHolders
Q1 20255,499$1.48M0.3%+167+3.1%AddedHolders
Q4 20245,332$1.58M0.3%−10−0.2%ReducedHolders
Q3 20245,342$1.45M0.3%+151+2.9%AddedHolders
Q2 20245,191$1.20M0.3%+30+0.6%AddedHolders
Q1 20245,161$1.18M0.3%+923+21.8%AddedHolders
Q4 20234,238$794.0K0.2%+15+0.4%AddedHolders
Q3 20234,223$630.0K0.2%+8+0.2%AddedHolders
Q2 20234,215$739.2K0.2%+9+0.2%AddedHolders
Q1 20234,206$693.8K0.2%−107−2.5%ReducedHolders
Q4 20224,313$637.2K0.2%+38+0.9%AddedHolders
Q3 20224,275$594.0K0.2%−316−6.9%ReducedHolders
Q2 20224,591$636.0K0.2%+73+1.6%AddedHolders
Q1 20224,518$845.0K0.2%+20.0%AddedHolders
Q4 20214,516$739.0K0.2%+71+1.6%AddedHolders
Q3 20214,445$745.0K0.2%−20−0.4%ReducedHolders
Q2 20214,465$738.0K0.2%+22+0.5%AddedHolders
Q1 20214,443$628.0K0.1%––Holders

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