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Lebenthal Global Advisors, LLC

SEC CIK
0001845766
Latest filing
Jul 30, 2026

AXP holding history

American Express Co in every 13F filed by Lebenthal Global 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)
9,672
Value
$3.27M
% of portfolio
0.4%
Quarters held
14
Since Q4 2021
Holdings of AXP by Lebenthal Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,672$3.27M0.4%+573+6.3%AddedHolders
Q1 20269,099$2.75M0.4%+1,109+13.9%AddedHolders
Q4 20257,990$2.96M0.5%+778+10.8%AddedHolders
Q3 20257,212$2.40M0.4%+836+13.1%AddedHolders
Q2 20256,376$2.03M0.4%+971+18.0%AddedHolders
Q1 20255,405$1.45M0.3%+136+2.6%AddedHolders
Q4 20245,269$1.56M0.3%−61−1.1%ReducedHolders
Q3 20245,330$1.45M0.3%+545+11.4%AddedHolders
Q2 20244,785$1.11M0.2%+493+11.5%AddedHolders
Q1 20244,292$977.2K0.2%+205+5.0%AddedHolders
Q4 20234,087$765.7K0.2%+4,087NewHolders
Q1 20230$00.0%−2,509−100.0%Sold outHolders
Q4 20222,509$370.7K0.1%+2,509NewHolders
Q2 20220$00.0%−1,342−100.0%Sold outHolders
Q1 20221,342$250.0K0.1%−39−2.8%ReducedHolders
Q4 20211,381$225.0K0.1%+1,381NewHolders