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MBA Advisors LLC

SEC CIK
0001848704
Latest filing
Jul 28, 2026

AXP holding history

American Express Co in every 13F filed by MBA 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)
717
Value
$242.5K
% of portfolio
0.1%
Quarters held
7
Since Q2 2021
Holdings of AXP by MBA Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026717$242.5K0.1%+717NewHolders
Q1 20260$00.0%−596−100.0%Sold outHolders
Q4 2025596$220.5K0.1%+596NewHolders
Q1 20230$00.0%−1,587−100.0%Sold outHolders
Q4 20221,587$234.5K0.2%+1,587NewHolders
Q2 20220$00.0%−1,287−100.0%Sold outHolders
Q1 20221,287$241.0K0.1%−50−3.7%ReducedHolders
Q4 20211,337$219.0K0.1%−20−1.5%ReducedHolders
Q3 20211,357$227.0K0.2%−30−2.2%ReducedHolders
Q2 20211,387$229.0K0.2%+1,387NewHolders