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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

AXP holding history

American Express Co in every 13F filed by HighMark 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)
32
Value
$10.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632$10.8K<0.1%00.0%UnchangedHolders
Q1 202632$9.62K<0.1%−4−11.1%ReducedHolders
Q4 202536$13.2K<0.1%−7−16.3%ReducedHolders
Q3 202543$14.3K<0.1%−20−31.7%ReducedHolders
Q2 202563$20.1K<0.1%+20+46.5%AddedHolders
Q1 202543$11.5K<0.1%00.0%UnchangedHolders
Q4 202443$12.7K<0.1%00.0%UnchangedHolders
Q3 202443$11.5K<0.1%+1+2.4%AddedHolders
Q2 202442$9.82K<0.1%00.0%UnchangedHolders
Q1 202442$9.63K<0.1%00.0%UnchangedHolders
Q4 202342$7.90K<0.1%00.0%UnchangedHolders
Q3 202342$6.27K<0.1%00.0%UnchangedHolders
Q2 202342$7.29K<0.1%−11−20.8%ReducedHolders
Q1 202353$8.70K<0.1%+3+6.0%AddedHolders
Q4 202250$7.33K<0.1%+34+212.5%AddedHolders
Q3 202216$2.00K<0.1%+1+6.7%AddedHolders
Q2 202215$2.00K<0.1%00.0%UnchangedHolders
Q1 202215$3.00K<0.1%00.0%UnchangedHolders
Q4 202115$3.00K<0.1%00.0%UnchangedHolders
Q3 202115$3.00K<0.1%00.0%UnchangedHolders
Q2 202115$3.00K<0.1%00.0%UnchangedHolders
Q1 202115$2.00K<0.1%––Holders

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