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Livermore
Livermore
ZHEN

Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

AXP holding history

American Express Co in every 13F filed by Monte 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 Q2 2026 holdings

Shares (Q2 2026)
6,274
Value
$2.11M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of AXP by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,274$2.11M0.7%+98+1.6%AddedHolders
Q1 20266,176$1.87M0.7%+268+4.5%AddedHolders
Q4 20255,908$2.19M0.8%−126−2.1%ReducedHolders
Q3 20256,034$2.00M0.7%+305+5.3%AddedHolders
Q2 20255,729$1.83M0.7%+60+1.1%AddedHolders
Q1 20255,669$1.42M0.6%−15−0.3%ReducedHolders
Q4 20245,684$1.69M0.7%−303−5.1%ReducedHolders
Q3 20245,987$1.62M0.7%−1,013−14.5%ReducedHolders
Q2 20247,000$1.62M0.7%−50−0.7%ReducedHolders
Q1 20247,050$1.61M0.7%−25−0.4%ReducedHolders
Q4 20237,075$1.33M0.6%−151−2.1%ReducedHolders
Q3 20237,226$1.08M0.5%−23−0.3%ReducedHolders
Q2 20237,249$1.26M0.6%+83+1.2%AddedHolders
Q1 20237,166$1.18M0.6%+227+3.3%AddedHolders
Q4 20226,939$1.03M0.5%+339+5.1%AddedHolders
Q3 20226,600$890.0K0.5%+100+1.5%AddedHolders
Q2 20226,500$901.0K0.5%+564+9.5%AddedHolders
Q1 20225,936$1.11M0.6%−19−0.3%ReducedHolders
Q4 20215,955$974.0K0.5%−57−0.9%ReducedHolders
Q3 20216,012$1.01M0.6%−73−1.2%ReducedHolders
Q2 20216,085$1.00M0.6%−979−13.9%ReducedHolders
Q1 20217,064$999.0K0.6%––Holders

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