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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

AXP holding history

American Express Co in every 13F filed by SOA 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)
8,468
Value
$2.86M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AXP by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,468$2.86M0.5%+42+0.5%AddedHolders
Q1 20268,426$2.55M0.5%−33−0.4%ReducedHolders
Q4 20258,459$3.13M0.5%−100−1.2%ReducedHolders
Q3 20258,559$2.84M0.5%+142+1.7%AddedHolders
Q2 20258,417$2.68M0.5%+190+2.3%AddedHolders
Q1 20258,227$2.21M0.5%+80+1.0%AddedHolders
Q4 20248,147$2.42M0.4%+116+1.4%AddedHolders
Q3 20248,031$2.18M0.4%+209+2.7%AddedHolders
Q2 20247,822$1.81M0.4%+1,164+17.5%AddedHolders
Q1 20246,658$1.52M0.3%+206+3.2%AddedHolders
Q4 20236,452$1.21M0.3%−431−6.3%ReducedHolders
Q3 20236,883$1.03M0.3%+12+0.2%AddedHolders
Q2 20236,871$1.20M0.3%−42−0.6%ReducedHolders
Q1 20236,913$1.14M0.3%00.0%UnchangedHolders
Q4 20226,913$1.02M0.3%+12+0.2%AddedHolders
Q3 20226,901$931.0K0.3%+55+0.8%AddedHolders
Q2 20226,846$949.0K0.3%−276−3.9%ReducedHolders
Q1 20227,122$1.33M0.3%+19+0.3%AddedHolders
Q4 20217,103$1.17M0.3%−570−7.4%ReducedHolders
Q3 20217,673$1.28M0.3%+9+0.1%AddedHolders
Q2 20217,664$1.27M0.3%+492+6.9%AddedHolders
Q1 20217,172$1.01M0.3%––Holders

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