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Livermore
Livermore
ZHEN

Bradley & Co. Private Wealth Management, LLC

SEC CIK
0001861678
Latest filing
Aug 10, 2026

AXP holding history

American Express Co in every 13F filed by Bradley & Co. Private 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)
38,441
Value
$13.0M
% of portfolio
6.2%
Quarters held
21
Since Q1 2021
Holdings of AXP by Bradley & Co. Private Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,441$13.0M6.2%+400+1.1%AddedHolders
Q1 202638,041$11.5M6.1%+2,068+5.7%AddedHolders
Q4 202535,973$13.3M7.1%−959−2.6%ReducedHolders
Q3 202536,932$12.3M6.8%−112−0.3%ReducedHolders
Q2 202537,044$11.8M7.2%−264−0.7%ReducedHolders
Q1 202537,308$10.0M6.9%−3,123−7.7%ReducedHolders
Q4 202440,431$12.0M7.5%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202438,681$8.96M6.6%−1,398−3.5%ReducedHolders
Q1 202440,079$9.13M7.4%+4,146+11.5%AddedHolders
Q4 202335,933$6.73M6.2%+710+2.0%AddedHolders
Q3 202335,223$5.26M5.5%+580+1.7%AddedHolders
Q2 202334,643$6.03M6.0%+1,360+4.1%AddedHolders
Q1 202333,283$5.49M6.0%+23,231+231.1%AddedHolders
Q4 202210,052$1.49M1.8%+901+9.8%AddedHolders
Q3 20229,151$1.24M1.5%00.0%UnchangedHolders
Q2 20229,151$1.27M1.4%00.0%UnchangedHolders
Q1 20229,151$1.71M1.5%00.0%UnchangedHolders
Q4 20219,151$1.50M1.2%00.0%UnchangedHolders
Q3 20219,151$1.53M1.3%00.0%UnchangedHolders
Q2 20219,151$1.51M1.3%−652−6.7%ReducedHolders
Q1 20219,803$1.39M1.3%––Holders

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