Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Selective Wealth Management, Inc., 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 (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of AXP by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−250−100.0%	Sold out	Holders
Q2 2022	250	$35.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	250	$47.0K	<0.1%	+250	New	Holders