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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

AXP holding history

American Express Co in every 13F filed by Avion Wealth, 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)
605
Value
$204.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026605$204.0K<0.1%+22+3.8%AddedHolders
Q1 2026583$176.0K<0.1%+18+3.2%AddedHolders
Q4 2025565$209.0K<0.1%−133−19.1%ReducedHolders
Q3 2025698$231.0K<0.1%+5+0.7%AddedHolders
Q2 2025693$221.0K0.1%−137−16.5%ReducedHolders
Q1 2025830$246.0K0.1%00.0%UnchangedHolders
Q4 2024830$246.0K0.1%+156+23.1%AddedHolders
Q3 2024674$182.0K<0.1%+7+1.0%AddedHolders
Q2 2024667$154.0K<0.1%+12+1.8%AddedHolders
Q1 2024655$150.0K<0.1%+4+0.6%AddedHolders
Q4 2023651$122.0K<0.1%−93−12.5%ReducedHolders
Q3 2023744$110.0K<0.1%+106+16.6%AddedHolders
Q2 2023638$111.0K<0.1%+20+3.2%AddedHolders
Q1 2023618$91.0K<0.1%−69−10.0%ReducedHolders
Q4 2022687$92.0K<0.1%00.0%UnchangedHolders
Q3 2022687$93.0K<0.1%00.0%UnchangedHolders
Q2 2022687$95.0K<0.1%00.0%UnchangedHolders
Q1 2022687$128.0K<0.1%00.0%UnchangedHolders
Q4 2021687$112.0K<0.1%00.0%UnchangedHolders
Q3 2021687$115.0K<0.1%00.0%UnchangedHolders
Q2 2021687$114.0K<0.1%−200−22.5%ReducedHolders
Q1 2021887$125.0K<0.1%––Holders

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