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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Carson Advisory 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)
608
Value
$205.7K
% of portfolio
0.1%
Quarters held
4
Since Q2 2025
Holdings of AXP by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026608$205.7K0.1%+608NewHolders
Q1 20260$00.0%−668−100.0%Sold outHolders
Q4 2025668$247.1K0.1%+18+2.8%AddedHolders
Q3 2025650$215.9K0.1%00.0%UnchangedHolders
Q2 2025650$207.3K0.1%+650NewHolders