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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

AXP holding history

American Express Co in every 13F filed by Blue Zone 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)
19,800
Value
$6.70M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of AXP by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,800$6.70M1.2%−1,660−7.7%ReducedHolders
Q1 202621,460$6.49M1.3%−1,051−4.7%ReducedHolders
Q4 202522,511$8.33M1.6%−360−1.6%ReducedHolders
Q3 202522,871$7.60M1.5%+230+1.0%AddedHolders
Q2 202522,641$7.22M1.8%+16,354+260.1%AddedHolders
Q1 20256,287$1.69M0.5%−795−11.2%ReducedHolders
Q4 20247,082$2.10M0.6%−82−1.1%ReducedHolders
Q3 20247,164$1.94M0.6%−567−7.3%ReducedHolders
Q2 20247,731$1.79M0.6%−716−8.5%ReducedHolders
Q1 20248,447$1.92M0.7%−594−6.6%ReducedHolders
Q4 20239,041$1.69M0.7%−34−0.4%ReducedHolders
Q3 20239,075$1.35M0.6%−33−0.4%ReducedHolders
Q2 20239,108$1.59M0.7%00.0%UnchangedHolders
Q1 20239,108$1.50M0.8%−3,599−28.3%ReducedHolders
Q4 202212,707$1.88M1.0%−30.0%ReducedHolders
Q3 202212,710$1.72M0.9%−9,300−42.3%ReducedHolders
Q2 202222,010$3.05M1.4%−504−2.2%ReducedHolders
Q1 202222,514$4.21M1.6%−3,634−13.9%ReducedHolders
Q4 202126,148$4.28M1.4%−19−0.1%ReducedHolders
Q3 202126,167$4.38M1.5%−86−0.3%ReducedHolders
Q2 202126,253$4.34M1.6%−72−0.3%ReducedHolders
Q1 202126,325$3.72M1.6%––Holders

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