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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

AXP holding history

American Express Co in every 13F filed by Outlook 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)
2,127
Value
$719.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AXP by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,127$719.3K0.2%−18−0.8%ReducedHolders
Q1 20262,145$648.9K0.2%−41−1.9%ReducedHolders
Q4 20252,186$808.7K0.2%−678−23.7%ReducedHolders
Q3 20252,864$951.3K0.2%−73−2.5%ReducedHolders
Q2 20252,937$936.8K0.2%−27−0.9%ReducedHolders
Q1 20252,964$797.3K0.2%−29−1.0%ReducedHolders
Q4 20242,993$888.4K0.3%+19+0.6%AddedHolders
Q3 20242,974$806.6K0.2%−66−2.2%ReducedHolders
Q2 20243,040$703.9K0.3%−50−1.6%ReducedHolders
Q1 20243,090$703.6K0.2%−270−8.0%ReducedHolders
Q4 20233,360$629.4K0.2%−906−21.2%ReducedHolders
Q3 20234,266$636.4K0.2%+251+6.3%AddedHolders
Q2 20234,015$699.5K0.3%+964+31.6%AddedHolders
Q1 20233,051$503.3K0.2%−18−0.6%ReducedHolders
Q4 20223,069$453.5K0.2%+177+6.1%AddedHolders
Q3 20222,892$390.0K0.2%+73+2.6%AddedHolders
Q2 20222,819$390.0K0.2%+224+8.6%AddedHolders
Q1 20222,595$486.0K0.2%−9−0.3%ReducedHolders
Q4 20212,604$426.0K0.1%+6+0.2%AddedHolders
Q3 20212,598$435.0K0.1%−54−2.0%ReducedHolders
Q2 20212,652$438.0K0.1%+200+8.2%AddedHolders
Q1 20212,452$347.0K0.1%––Holders

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