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Claris Advisors, LLC

SEC CIK
0001905092
Latest filing
Jul 21, 2026

AXP holding history

American Express Co in every 13F filed by Claris 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of AXP by Claris Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−701−100.0%Sold outHolders
Q4 2025701$259.3K0.1%+59+9.2%AddedHolders
Q3 2025642$204.9K0.1%00.0%UnchangedHolders
Q2 2025642$204.9K0.1%−1,577−71.1%ReducedHolders
Q1 20252,219$596.9K0.2%+10.0%AddedHolders
Q4 20242,218$658.2K0.2%+1,177+113.1%AddedHolders
Q3 20241,041$282.3K0.1%00.0%UnchangedHolders
Q2 20241,041$241.1K0.1%+18+1.8%AddedHolders
Q1 20241,023$233.0K0.1%+1,023NewHolders
Q1 20230$00.0%−2,694−100.0%Sold outHolders
Q4 20222,694$398.0K0.4%−15−0.6%ReducedHolders
Q3 20222,709$365.0K0.4%+10.0%AddedHolders
Q2 20222,708$375.0K0.4%+10.0%AddedHolders
Q1 20222,707$506.0K0.5%00.0%UnchangedHolders
Q4 20212,707$443.0K0.5%–No prior filingHolders