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Carr Financial Group Corp

SEC CIK
0001931232
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by Carr Financial Group Corp, 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)
3,658
Value
$1.24M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of AXP by Carr Financial Group Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,658$1.24M0.3%−1,182−24.4%ReducedHolders
Q1 20264,840$1.46M0.4%−77−1.6%ReducedHolders
Q4 20254,917$1.82M0.5%+33+0.7%AddedHolders
Q3 20254,884$1.62M0.4%+97+2.0%AddedHolders
Q2 20254,787$1.53M0.5%+30+0.6%AddedHolders
Q1 20254,757$1.28M0.4%−306−6.0%ReducedHolders
Q4 20245,063$1.50M0.5%−401−7.3%ReducedHolders
Q3 20245,464$1.48M0.4%+17+0.3%AddedHolders
Q2 20245,447$1.26M0.4%+87+1.6%AddedHolders
Q1 20245,360$1.22M0.4%+120+2.3%AddedHolders
Q4 20235,240$981.7K0.4%−1,240−19.1%ReducedHolders
Q3 20236,480$989.9K0.4%00.0%UnchangedHolders
Q2 20236,480$1.13M0.5%00.0%UnchangedHolders
Q1 20236,480$1.07M0.5%00.0%UnchangedHolders
Q4 20226,480$957.4K0.5%–No prior filingHolders