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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

AXP holding history

American Express Co in every 13F filed by Vertrix Wealth Management, 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)
18,098
Value
$6.12M
% of portfolio
2.1%
Quarters held
2
Since Q1 2026
Holdings of AXP by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,098$6.12M2.1%+1,641+10.0%AddedHolders
Q1 202616,457$4.98M1.8%–No prior filingHolders