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Livermore
Livermore
ZHEN

Laurel Wealth Advisors LLC

SEC CIK
0001757128
Latest filing
Jul 17, 2026

AXP holding history

American Express Co in every 13F filed by Laurel Wealth Advisors 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)
5,140
Value
$1.74M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AXP by Laurel Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,140$1.74M0.2%−238−4.4%ReducedHolders
Q1 20265,378$1.70M0.2%−12−0.2%ReducedHolders
Q4 20255,390$1.99M0.3%−77−1.4%ReducedHolders
Q3 20255,467$1.82M0.3%+5+0.1%AddedHolders
Q2 20255,462$1.74M0.3%−34−0.6%ReducedHolders
Q1 20255,496$1.48M0.2%+5+0.1%AddedHolders
Q4 20245,491$1.63M0.3%−30−0.5%ReducedHolders
Q3 20245,521$1.50M0.2%−19−0.3%ReducedHolders
Q2 20245,540$1.28M0.2%−120−2.1%ReducedHolders
Q1 20245,660$1.29M0.2%00.0%UnchangedHolders
Q4 20235,660$1.06M0.2%+20.0%AddedHolders
Q3 20235,658$844.1K0.2%−294−4.9%ReducedHolders
Q2 20235,952$1.04M0.2%−284−4.6%ReducedHolders
Q1 20236,236$1.03M0.2%+465+8.1%AddedHolders
Q4 20225,771$852.5K0.2%+10.0%AddedHolders
Q3 20225,770$778.0K0.2%+10.0%AddedHolders
Q2 20225,769$800.0K0.2%00.0%UnchangedHolders
Q1 20225,769$1.08M0.2%−135−2.3%ReducedHolders
Q4 20215,904$966.0K0.2%00.0%UnchangedHolders
Q3 20215,904$989.0K0.2%−80−1.3%ReducedHolders
Q2 20215,984$989.0K0.2%−25−0.4%ReducedHolders
Q1 20216,009$850.0K0.2%––Holders

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