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Stonebridge Financial Group, LLC

SEC CIK
0002009367
Latest filing
Oct 1, 2026

AXP holding history

American Express Co in every 13F filed by Stonebridge Financial 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 Q3 2026 holdings

Shares (Q3 2026)
11,528
Value
$3.51M
% of portfolio
0.3%
Quarters held
8
Since Q4 2024
Holdings of AXP by Stonebridge Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202611,528$3.51M0.3%−3,914−25.3%ReducedHolders
Q2 202615,442$5.22M0.4%+1,803+13.2%AddedHolders
Q1 202613,639$4.13M0.3%+12,521+1,119.9%AddedHolders
Q4 20251,118$413.6K<0.1%+17+1.5%AddedHolders
Q3 20251,101$365.7K<0.1%+33+3.1%AddedHolders
Q2 20251,068$340.7K<0.1%−13−1.2%ReducedHolders
Q1 20251,081$290.8K<0.1%+13+1.2%AddedHolders
Q4 20241,068$317.0K<0.1%–No prior filingHolders