Skip to main content
Livermore
Livermore
ZHEN

Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

AXP holding history

American Express Co in every 13F filed by Robertson Stephens Wealth Management, 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)
25,741
Value
$8.71M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AXP by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,741$8.71M0.2%−483−1.8%ReducedHolders
Q1 202626,224$7.93M0.2%+250+1.0%AddedHolders
Q4 202525,974$9.61M0.3%+17,789+217.3%AddedHolders
Q3 20258,185$2.72M0.1%−587−6.7%ReducedHolders
Q2 20258,772$2.80M0.1%+370+4.4%AddedHolders
Q1 20258,402$2.26M0.1%+1,921+29.6%AddedHolders
Q4 20246,481$1.92M0.1%−182−2.7%ReducedHolders
Q3 20246,663$1.81M0.1%+672+11.2%AddedHolders
Q2 20245,991$1.39M0.1%+467+8.5%AddedHolders
Q1 20245,524$1.26M0.1%+999+22.1%AddedHolders
Q4 20234,525$847.8K0.1%−154−3.3%ReducedHolders
Q3 20234,679$698.1K<0.1%+6+0.1%AddedHolders
Q2 20234,673$814.1K0.1%−1,058−18.5%ReducedHolders
Q1 20235,731$945.4K0.1%+2,843+98.4%AddedHolders
Q4 20222,888$426.7K<0.1%+40+1.4%AddedHolders
Q3 20222,848$384.0K<0.1%−1,131−28.4%ReducedHolders
Q2 20223,979$553.0K0.1%−304−7.1%ReducedHolders
Q1 20224,283$800.0K0.1%−8−0.2%ReducedHolders
Q4 20214,291$702.0K0.1%+24+0.6%AddedHolders
Q3 20214,267$714.0K0.1%−64−1.5%ReducedHolders
Q2 20214,331$715.0K0.1%−618−12.5%ReducedHolders
Q1 20214,949$702.0K0.1%––Holders

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