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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

AXP holding history

American Express Co in every 13F filed by Core Wealth Partners 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of AXP by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−3,035−100.0%Sold outHolders
Q4 20223,035$271.4K0.3%–No prior filingHolders