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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

AXP holding history

American Express Co in every 13F filed by CX Institutional, 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)
39,810
Value
$13.5M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AXP by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,810$13.5M0.4%+2,488+6.7%AddedHolders
Q1 202637,322$11.3M0.3%+1,757+4.9%AddedHolders
Q4 202535,565$13.2M0.4%+1,226+3.6%AddedHolders
Q3 202534,339$11.4M0.3%+18,589+118.0%AddedHolders
Q2 202515,750$5.02M0.2%−23,629−60.0%ReducedHolders
Q1 202539,379$10.6M0.4%+3,072+8.5%AddedHolders
Q4 202436,307$10.8M0.4%−3,528−8.9%ReducedHolders
Q3 202439,835$10.8M0.5%+34,547+653.3%AddedHolders
Q2 20245,288$1.22M0.1%+564+11.9%AddedHolders
Q1 20244,724$1.08M0.1%+885+23.1%AddedHolders
Q4 20233,839$719.1K<0.1%−1,581−29.2%ReducedHolders
Q3 20235,420$808.6K<0.1%−25,725−82.6%ReducedHolders
Q2 202331,145$5.43M0.3%+4,686+17.7%AddedHolders
Q1 202326,459$4.33M0.2%+22,636+592.1%AddedHolders
Q4 20223,823$564.8K<0.1%+444+13.1%AddedHolders
Q3 20223,379$456.0K<0.1%−8,812−72.3%ReducedHolders
Q2 202212,191$1.69M0.1%+1,913+18.6%AddedHolders
Q1 202210,278$1.92M0.2%+7,791+313.3%AddedHolders
Q4 20212,487$407.0K<0.1%−1,229−33.1%ReducedHolders
Q3 20213,716$622.0K0.1%+8+0.2%AddedHolders
Q2 20213,708$613.0K0.1%−381−9.3%ReducedHolders
Q1 20214,089$579.0K0.1%––Holders

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