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Livermore
Livermore
ZHEN

M. Kulyk & Associates, LLC

SEC CIK
0001842370
Latest filing
Aug 7, 2026

AXP holding history

American Express Co in every 13F filed by M. Kulyk & Associates, 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)
39,902
Value
$13.5M
% of portfolio
2.2%
Quarters held
19
Since Q4 2021
Holdings of AXP by M. Kulyk & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,902$13.5M2.2%+228+0.6%AddedHolders
Q1 202639,674$12.0M2.2%+527+1.3%AddedHolders
Q4 202539,147$14.5M2.8%+116+0.3%AddedHolders
Q3 202539,031$13.0M2.6%−30.0%ReducedHolders
Q2 202539,034$12.5M2.7%−235−0.6%ReducedHolders
Q1 202539,269$10.6M2.4%−2,196−5.3%ReducedHolders
Q4 202441,465$12.3M2.7%−3,661−8.1%ReducedHolders
Q3 202445,126$12.2M2.5%+302+0.7%AddedHolders
Q2 202444,824$10.4M2.4%+2,150+5.0%AddedHolders
Q1 202442,674$9.72M2.3%+24,504+134.9%AddedHolders
Q4 202318,170$3.40M0.8%−900−4.7%ReducedHolders
Q3 202319,070$2.85M0.8%−236−1.2%ReducedHolders
Q2 202319,306$3.36M0.9%−277−1.4%ReducedHolders
Q1 202319,583$3.23M1.0%+36+0.2%AddedHolders
Q4 202219,547$2.89M1.0%00.0%UnchangedHolders
Q3 202219,547$2.64M0.9%00.0%UnchangedHolders
Q2 202219,547$2.71M0.8%−366−1.8%ReducedHolders
Q1 202219,913$3.72M1.0%00.0%UnchangedHolders
Q4 202119,913$3.26M0.8%+19,913NewHolders