Mascoma Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $180K | Hold |
531
| – | – | 0.03% | 102 |
|
|
2026
Q1 | $161K | Sell |
531
-2
| -0.4% | -$671 | 0.03% | 107 |
|
|
2025
Q4 | $197K | Sell |
533
-88
| -14% | -$31.5K | 0.04% | 89 |
|
|
2025
Q3 | $206K | Hold |
621
| – | – | 0.05% | 94 |
|
|
2025
Q2 | $198K | Hold |
621
| – | – | 0.05% | 91 |
|
|
2025
Q1 | $167K | Hold |
621
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $184K | Sell |
621
-39
| -6% | -$11.2K | 0.05% | 97 |
|
|
2024
Q3 | $179K | Sell |
660
-40
| -6% | -$9.96K | 0.04% | 99 |
|
|
2024
Q2 | $162K | Sell |
700
-109
| -13% | -$25.2K | 0.04% | 103 |
|
|
2024
Q1 | $184K | Hold |
809
| – | – | 0.05% | 99 |
|
|
2023
Q4 | $152K | Hold |
809
| – | – | 0.05% | 111 |
|
|
2023
Q3 | $121K | Hold |
809
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $134K | Hold |
809
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $131K | Hold |
809
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $120K | Hold |
809
| – | – | 0.04% | 150 |
|
|
2022
Q3 | $109K | Hold |
809
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $112K | Hold |
809
| – | – | 0.04% | 161 |
|
|
2022
Q1 | $151K | Buy |
809
+24
| +3% | +$4.33K | 0.05% | 141 |
|
|
2021
Q4 | $128K | Hold |
785
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $132K | Buy |
+785
| New | +$131K | 0.05% | 128 |
|
|
2021
Q2 | – | Sell |
-785
| Closed | -$111K | – | 128 |
|
|
2021
Q1 | $111K | Buy |
+785
| New | +$104K | 0.05% | 144 |
|
|
2019
Q3 | – | Sell |
-745
| Closed | -$92K | – | 100 |
|
|
2019
Q2 | $92K | Hold |
745
| – | – | 0.06% | 120 |
|
|
2019
Q1 | $81K | Hold |
745
| – | – | 0.05% | 120 |
|
|
2018
Q4 | $71K | Sell |
745
-250
| -25% | -$26.2K | 0.05% | 123 |
|
|
2018
Q3 | $106K | Hold |
995
| – | – | 0.07% | 117 |
|
|
2018
Q2 | $98K | Buy |
995
+40
| +4% | +$3.93K | 0.07% | 114 |
|
|
2018
Q1 | $89K | Hold |
955
| – | – | 0.06% | 120 |
|
|
2017
Q4 | $92K | Hold |
955
| – | – | 0.06% | 115 |
|
|
2017
Q3 | $86K | Hold |
955
| – | – | 0.06% | 122 |
|
|
2017
Q2 | $80K | Sell |
955
-100
| -9% | -$7.91K | 0.05% | 128 |
|
|
2017
Q1 | $83K | Hold |
1,055
| – | – | 0.06% | 114 |
|
|
2016
Q4 | $78K | Buy |
+1,055
| New | +$73K | 0.06% | 117 |
|
Other funds holding AXP
Mascoma Wealth Management's AXP Position: Q2 2026 in Review
Mascoma Wealth Management held its American Express (AXP) position steady in Q2 2026 at 531 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #102.
Mascoma Wealth Management first reported a position in AXP in Q4 2016 and has held it in 32 quarters since. The position peaked at $206K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Mascoma Wealth Management held 531 shares of American Express worth $180K as of Q2 2026.
- Mascoma Wealth Management left its American Express share count unchanged in Q2 2026.
- American Express made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #102 holding.
- Mascoma Wealth Management first reported a position in American Express in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's American Express position peaked at $206K in Q3 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.