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Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Blodgett 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)
5,044
Value
$1.71M
% of portfolio
1.1%
Quarters held
11
Since Q1 2022
Holdings of AXP by Blodgett Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,044$1.71M1.1%00.0%UnchangedHolders
Q1 20265,044$1.53M1.2%00.0%UnchangedHolders
Q4 20255,044$1.87M1.3%00.0%UnchangedHolders
Q3 20255,044$1.68M1.2%−175−3.4%ReducedHolders
Q2 20255,219$1.66M1.3%−440−7.8%ReducedHolders
Q1 20255,659$1.52M1.3%00.0%UnchangedHolders
Q4 20245,659$1.68M1.3%−57−1.0%ReducedHolders
Q3 20245,716$1.55M1.3%+4,660+441.3%AddedHolders
Q2 20241,056$244.6K0.2%00.0%UnchangedHolders
Q1 20241,056$240.5K0.2%+1,056NewHolders
Q2 20220$00.0%−1,075−100.0%Sold outHolders
Q1 20221,075$201.0K0.2%+1,075NewHolders