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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

AXP holding history

American Express Co in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of AXP by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,320−100.0%Sold outHolders
Q1 202611,320$3.42M0.1%−857−7.0%ReducedHolders
Q4 202512,177$4.50M0.1%+1,341+12.4%AddedHolders
Q3 202510,836$3.60M0.1%+1,018+10.4%AddedHolders
Q2 20259,818$3.13M0.1%+260+2.7%AddedHolders
Q1 20259,558$2.57M0.1%−61−0.6%ReducedHolders
Q4 20249,619$2.85M0.1%+46+0.5%AddedHolders
Q3 20249,573$2.60M0.1%+9,573NewHolders
Q2 20240$00.0%−8,247−100.0%Sold outHolders
Q1 20248,247$1.88M0.1%+8,247NewHolders
Q4 20230$00.0%−8,238−100.0%Sold outHolders
Q3 20238,238$1.23M<0.1%+93+1.1%AddedHolders
Q2 20238,145$1.42M<0.1%+159+2.0%AddedHolders
Q1 20237,986$1.32M<0.1%+102+1.3%AddedHolders
Q4 20227,884$1.16M<0.1%−205−2.5%ReducedHolders
Q3 20228,089$1.09M<0.1%−262−3.1%ReducedHolders
Q2 20228,351$1.16M<0.1%+67+0.8%AddedHolders
Q1 20228,284$1.55M0.1%+78+1.0%AddedHolders
Q4 20218,206$1.34M<0.1%−272−3.2%ReducedHolders
Q3 20218,478$1.42M0.1%−231−2.7%ReducedHolders
Q2 20218,709$1.44M0.1%−548−5.9%ReducedHolders
Q1 20219,257$1.31M0.1%––Holders

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