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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

AXP holding history

American Express Co in every 13F filed by Herold Advisors, Inc., 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)
1,816
Value
$614.0K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of AXP by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,816$614.0K0.1%−67−3.6%ReducedHolders
Q1 20261,883$569.4K0.1%+171+10.0%AddedHolders
Q4 20251,712$633.5K0.1%−11−0.6%ReducedHolders
Q3 20251,723$572.3K0.1%−945−35.4%ReducedHolders
Q2 20252,668$851.0K0.2%−301−10.1%ReducedHolders
Q1 20252,969$799.0K0.2%+997+50.6%AddedHolders
Q4 20241,972$585.6K0.1%+119+6.4%AddedHolders
Q3 20241,853$502.8K0.1%−299−13.9%ReducedHolders
Q2 20242,152$498.6K0.1%−100−4.4%ReducedHolders
Q1 20242,252$513.0K0.1%00.0%UnchangedHolders
Q4 20232,252$422.0K0.1%00.0%UnchangedHolders
Q3 20232,252$336.0K0.1%−599−21.0%ReducedHolders
Q2 20232,851$496.7K0.2%−350−10.9%ReducedHolders
Q1 20233,201$528.0K0.2%+100+3.2%AddedHolders
Q4 20223,101$458.1K0.2%+10.0%AddedHolders
Q3 20223,100$418.0K0.2%00.0%UnchangedHolders
Q2 20223,100$429.0K0.2%+100+3.3%AddedHolders
Q1 20223,000$561.0K0.2%00.0%UnchangedHolders
Q4 20213,000$490.0K0.2%00.0%UnchangedHolders
Q3 20213,000$502.0K0.2%–No prior filingHolders