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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

AXP holding history

American Express Co in every 13F filed by VisionPoint Advisory Group, 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)
2,261
Value
$764.9K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of AXP by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,261$764.9K0.1%−57−2.5%ReducedHolders
Q1 20262,318$701.2K0.1%+14+0.6%AddedHolders
Q4 20252,304$852.4K0.2%−110−4.6%ReducedHolders
Q3 20252,414$801.8K0.2%+88+3.8%AddedHolders
Q2 20252,326$741.9K0.2%+214+10.1%AddedHolders
Q1 20252,112$568.2K0.2%+170+8.8%AddedHolders
Q4 20241,942$579.6K0.2%−387−16.6%ReducedHolders
Q3 20242,329$631.6K0.2%−2,391−50.7%ReducedHolders
Q2 20244,720$1.09M0.4%−205−4.2%ReducedHolders
Q1 20244,925$1.12M0.4%−4,713−48.9%ReducedHolders
Q4 20239,638$1.81M0.7%−212−2.2%ReducedHolders
Q3 20239,850$1.47M0.6%+540+5.8%AddedHolders
Q2 20239,310$1.62M0.7%+530+6.0%AddedHolders
Q1 20238,780$1.31M0.6%+1,496+20.5%AddedHolders
Q4 20227,284$1.32M0.5%+7,284NewHolders