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Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

AXP holding history

American Express Co in every 13F filed by Ethic Inc., 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)
85,634
Value
$29.0M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AXP by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685,634$29.0M0.4%+4,179+5.1%AddedHolders
Q1 202681,455$24.6M0.4%−1,686−2.0%ReducedHolders
Q4 202583,141$30.8M0.5%+3,378+4.2%AddedHolders
Q3 202579,763$26.5M0.4%−562−0.7%ReducedHolders
Q2 202580,325$25.5M0.5%+1,589+2.0%AddedHolders
Q1 202578,736$21.3M0.4%+1,421+1.8%AddedHolders
Q4 202477,315$22.9M0.5%+7,953+11.5%AddedHolders
Q3 202469,362$15.8M0.4%−3,596−4.9%ReducedHolders
Q2 202472,958$16.9M0.4%+3,596+5.2%AddedHolders
Q1 202469,362$15.8M0.4%+3,152+4.8%AddedHolders
Q4 202366,210$12.4M0.4%+7,502+12.8%AddedHolders
Q3 202358,708$8.76M0.3%+4,265+7.8%AddedHolders
Q2 202354,443$9.48M0.4%+2,330+4.5%AddedHolders
Q1 202352,113$8.60M0.3%+11,446+28.1%AddedHolders
Q4 202240,667$6.01M0.3%+4,109+11.2%AddedHolders
Q3 202236,558$4.93M0.3%+9,902+37.1%AddedHolders
Q2 202226,656$3.69M0.3%+4,730+21.6%AddedHolders
Q1 202221,926$4.10M0.3%+2,495+12.8%AddedHolders
Q4 202119,431$3.18M0.2%+1,733+9.8%AddedHolders
Q3 202117,698$2.96M0.3%−8,963−33.6%ReducedHolders
Q2 202126,661$4.41M0.5%+8,018+43.0%AddedHolders
Q1 202118,643$2.64M0.5%––Holders

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