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Mittelman Wealth Management

SEC CIK
0002021464
Latest filing
Aug 6, 2026

AXP holding history

American Express Co in every 13F filed by Mittelman Wealth Management, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2024
Holdings of AXP by Mittelman Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−5,229−100.0%Sold outHolders
Q2 20245,229$1.21M0.8%−125−2.3%ReducedHolders
Q1 20245,354$1.22M0.8%–No prior filingHolders