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Livermore
Livermore
ZHEN

Clifford Group, LLC

SEC CIK
0001965522
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Clifford Group, 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)
1,178
Value
$398.5K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of AXP by Clifford Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,178$398.5K0.3%+12+1.0%AddedHolders
Q1 20261,166$352.7K0.3%+30+2.6%AddedHolders
Q4 20251,136$420.3K0.3%00.0%UnchangedHolders
Q3 20251,136$377.3K0.3%00.0%UnchangedHolders
Q2 20251,136$362.4K0.3%00.0%UnchangedHolders
Q1 20251,136$305.6K0.3%00.0%UnchangedHolders
Q4 20241,136$337.2K0.3%00.0%UnchangedHolders
Q3 20241,136$308.1K0.2%00.0%UnchangedHolders
Q2 20241,136$263.0K0.2%00.0%UnchangedHolders
Q1 20241,136$258.7K0.2%00.0%UnchangedHolders
Q4 20231,136$212.8K0.2%+1,136NewHolders