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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

AXP holding history

American Express Co in every 13F filed by Mascoma 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)
531
Value
$179.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AXP by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026531$179.6K<0.1%00.0%UnchangedHolders
Q1 2026531$160.6K<0.1%−2−0.4%ReducedHolders
Q4 2025533$197.2K<0.1%−88−14.2%ReducedHolders
Q3 2025621$206.3K<0.1%00.0%UnchangedHolders
Q2 2025621$198.1K<0.1%00.0%UnchangedHolders
Q1 2025621$167.1K<0.1%00.0%UnchangedHolders
Q4 2024621$184.3K<0.1%−39−5.9%ReducedHolders
Q3 2024660$179.0K<0.1%−40−5.7%ReducedHolders
Q2 2024700$162.1K<0.1%−109−13.5%ReducedHolders
Q1 2024809$184.2K0.1%00.0%UnchangedHolders
Q4 2023809$151.6K<0.1%00.0%UnchangedHolders
Q3 2023809$120.7K<0.1%00.0%UnchangedHolders
Q2 2023809$134.2K<0.1%00.0%UnchangedHolders
Q1 2023809$130.5K<0.1%00.0%UnchangedHolders
Q4 2022809$119.5K<0.1%00.0%UnchangedHolders
Q3 2022809$109.0K<0.1%00.0%UnchangedHolders
Q2 2022809$112.0K<0.1%00.0%UnchangedHolders
Q1 2022809$151.0K<0.1%+24+3.1%AddedHolders
Q4 2021785$128.0K<0.1%00.0%UnchangedHolders
Q3 2021785$132.0K0.1%+785NewHolders
Q2 20210$00.0%−785−100.0%Sold outHolders
Q1 2021785$111.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.