Stokes Capital Advisors, LLC

SEC CIK: 0001734460
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Stokes Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q2 2026): 32,838
Value: $11.1M
% of portfolio: 2.4%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Stokes Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,838	$11.1M	2.4%	−899−2.7%	Reduced	Holders
Q1 2026	33,737	$10.2M	2.3%	−1,178−3.4%	Reduced	Holders
Q4 2025	34,915	$12.9M	2.9%	−378−1.1%	Reduced	Holders
Q3 2025	35,293	$11.7M	2.7%	−100.0%	Reduced	Holders
Q2 2025	35,303	$11.3M	2.8%	+2,539+7.7%	Added	Holders
Q1 2025	32,764	$8.82M	2.2%	+174+0.5%	Added	Holders
Q4 2024	32,590	$9.67M	2.5%	−568−1.7%	Reduced	Holders
Q3 2024	33,158	$8.99M	2.3%	−45−0.1%	Reduced	Holders
Q2 2024	33,203	$7.69M	2.1%	+2,611+8.5%	Added	Holders
Q1 2024	30,592	$6.97M	2.0%	−983−3.1%	Reduced	Holders
Q4 2023	31,575	$5.92M	1.9%	−358−1.1%	Reduced	Holders
Q3 2023	31,933	$4.76M	1.7%	+5,750+22.0%	Added	Holders
Q2 2023	26,183	$4.56M	1.5%	+123+0.5%	Added	Holders
Q1 2023	26,060	$4.30M	1.5%	+143+0.6%	Added	Holders
Q4 2022	25,917	$3.83M	1.3%	−425−1.6%	Reduced	Holders
Q3 2022	26,342	$3.55M	1.3%	+1,153+4.6%	Added	Holders
Q2 2022	25,189	$3.49M	1.2%	−9,380−27.1%	Reduced	Holders
Q1 2022	34,569	$6.46M	1.9%	+70.0%	Added	Holders
Q4 2021	34,562	$5.65M	1.7%	+777+2.3%	Added	Holders
Q3 2021	33,785	$5.66M	1.8%	+591+1.8%	Added	Holders
Q2 2021	33,194	$5.49M	1.8%	+1,371+4.3%	Added	Holders
Q1 2021	31,823	$4.50M	1.8%	–	–	Holders

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