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Channel Wealth LLC

SEC CIK
0001975550
Latest filing
Aug 4, 2026

AXP holding history

American Express Co in every 13F filed by Channel 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)
2,655
Value
$898.1K
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of AXP by Channel Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,655$898.1K0.2%+50+1.9%AddedHolders
Q1 20262,605$788.0K0.2%−21−0.8%ReducedHolders
Q4 20252,626$971.5K0.2%−25−0.9%ReducedHolders
Q3 20252,651$880.6K0.2%−165−5.9%ReducedHolders
Q2 20252,816$898.2K0.3%00.0%UnchangedHolders
Q1 20252,816$757.6K0.2%+260+10.2%AddedHolders
Q4 20242,556$758.6K0.2%−16−0.6%ReducedHolders
Q3 20242,572$697.5K0.2%00.0%UnchangedHolders
Q2 20242,572$595.5K0.2%+1,215+89.5%AddedHolders
Q1 20241,357$309.0K0.1%−32−2.3%ReducedHolders
Q4 20231,389$260.2K0.1%−59−4.1%ReducedHolders
Q3 20231,448$216.0K0.1%−55−3.7%ReducedHolders
Q2 20231,503$261.8K0.2%−30−2.0%ReducedHolders
Q1 20231,533$252.9K0.2%–No prior filingHolders