Skip to main content

BNC Wealth Management, LLC

SEC CIK
0001821549
Latest filing
Jul 21, 2026

AXP holding history

American Express Co in every 13F filed by BNC 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)
17,145
Value
$5.80M
% of portfolio
1.4%
Quarters held
21
Since Q2 2021
Holdings of AXP by BNC Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,145$5.80M1.4%+393+2.3%AddedHolders
Q1 202616,752$5.07M1.4%+294+1.8%AddedHolders
Q4 202516,458$6.09M1.6%+396+2.5%AddedHolders
Q3 202516,062$5.34M1.3%+407+2.6%AddedHolders
Q2 202515,655$4.99M1.5%+589+3.9%AddedHolders
Q1 202515,066$4.05M1.5%+162+1.1%AddedHolders
Q4 202414,904$4.42M1.5%+725+5.1%AddedHolders
Q3 202414,179$3.85M1.4%+602+4.4%AddedHolders
Q2 202413,577$3.14M1.2%+1,514+12.6%AddedHolders
Q1 202412,063$2.75M1.2%+263+2.2%AddedHolders
Q4 202311,800$2.21M1.0%+691+6.2%AddedHolders
Q3 202311,109$1.66M0.9%+242+2.2%AddedHolders
Q2 202310,867$1.89M1.0%+9,020+488.4%AddedHolders
Q1 20231,847$304.7K0.2%−476−20.5%ReducedHolders
Q4 20222,323$343.2K0.2%−4,539−66.1%ReducedHolders
Q3 20226,862$926.0K0.6%−457−6.2%ReducedHolders
Q2 20227,319$1.01M0.5%+5,224+249.4%AddedHolders
Q1 20222,095$392.0K0.2%+164+8.5%AddedHolders
Q4 20211,931$316.0K0.1%−4,929−71.9%ReducedHolders
Q3 20216,860$1.15M0.7%+1,055+18.2%AddedHolders
Q2 20215,805$959.0K0.6%+5,805NewHolders