Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
AXP holding history
American Express Co in every 13F filed by Willner & Heller, 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)
- 831
- Value
- $281.0K
- % of portfolio
- 0.2%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 831 | $281.0K | 0.2% | +53+6.8% | Added | Holders |
| Q1 2026 | 778 | $235.5K | 0.2% | +11+1.4% | Added | Holders |
| Q4 2025 | 767 | $283.7K | 0.2% | +22+3.0% | Added | Holders |
| Q3 2025 | 745 | $247.5K | 0.2% | +17+2.3% | Added | Holders |
| Q2 2025 | 728 | $232.3K | 0.2% | −656−47.4% | Reduced | Holders |
| Q1 2025 | 1,384 | $372.3K | 0.3% | +28+2.1% | Added | Holders |
| Q4 2024 | 1,356 | $402.5K | 0.4% | +73+5.7% | Added | Holders |
| Q3 2024 | 1,283 | $348.0K | 0.3% | +196+18.0% | Added | Holders |
| Q2 2024 | 1,087 | $251.7K | 0.2% | +43+4.1% | Added | Holders |
| Q1 2024 | 1,044 | $237.7K | 0.2% | +1,044 | New | Holders |