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Icapital Wealth LLC

SEC CIK
0001911091
Latest filing
Aug 7, 2026

AXP holding history

American Express Co in every 13F filed by Icapital Wealth 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)
2,800
Value
$947.1K
% of portfolio
0.5%
Quarters held
19
Since Q4 2021
Holdings of AXP by Icapital Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,800$947.1K0.5%00.0%UnchangedHolders
Q1 20262,800$847.0K0.5%00.0%UnchangedHolders
Q4 20252,800$1.04M0.5%00.0%UnchangedHolders
Q3 20252,800$930.0K0.5%00.0%UnchangedHolders
Q2 20252,800$893.1K0.5%00.0%UnchangedHolders
Q1 20252,800$753.3K0.5%00.0%UnchangedHolders
Q4 20242,800$831.0K0.5%00.0%UnchangedHolders
Q3 20242,800$759.4K0.4%00.0%UnchangedHolders
Q2 20242,800$648.3K0.4%+300+12.0%AddedHolders
Q1 20242,500$569.2K0.3%00.0%UnchangedHolders
Q4 20232,500$468.4K0.3%00.0%UnchangedHolders
Q3 20232,500$373.0K0.3%00.0%UnchangedHolders
Q2 20232,500$435.5K0.3%00.0%UnchangedHolders
Q1 20232,500$412.4K0.3%00.0%UnchangedHolders
Q4 20222,500$369.4K0.3%00.0%UnchangedHolders
Q3 20222,500$337.0K0.2%00.0%UnchangedHolders
Q2 20222,500$347.0K0.2%−2,000−44.4%ReducedHolders
Q1 20224,500$820.8K0.3%00.0%UnchangedHolders
Q4 20214,500$736.0K0.3%–No prior filingHolders