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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

AXP holding history

American Express Co in every 13F filed by Sofos Investments, Inc., 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 Q1 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AXP by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−563−100.0%Sold outHolders
Q3 2025563$187.0K<0.1%–No prior filingHolders
Q2 20240$00.0%−49−100.0%Sold outHolders
Q1 202449$10.8K<0.1%+37+308.3%AddedHolders
Q4 202312$2.23K<0.1%−7−36.8%ReducedHolders
Q3 202319$2.79K<0.1%−155−89.1%ReducedHolders
Q2 2023174$18.7K0.1%+9+5.5%AddedHolders
Q1 2023165$14.6K0.6%+17+11.5%AddedHolders
Q4 2022148$14.8K0.2%−2,687−94.8%ReducedHolders
Q3 20222,835––−2,864−50.3%ReducedHolders
Q2 20225,699––−1,968−25.7%ReducedHolders
Q1 20227,667––+3,075+67.0%AddedHolders
Q4 20214,592––+4,511+5,569.1%AddedHolders
Q3 202181––−1−1.2%ReducedHolders
Q2 202182––−8−8.9%ReducedHolders
Q1 202190$12.7K0.3%––Holders

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