Advisory Resource Group

SEC CIK: 0001764968
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Advisory Resource Group, 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 (Q2 2026): 617
Value: $208.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of AXP by Advisory Resource Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	617	$208.7K	<0.1%	+617	New	Holders
Q1 2026	0	$0	0.0%	−610−100.0%	Sold out	Holders
Q4 2025	610	$225.7K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	610	$202.6K	<0.1%	+610	New	Holders