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American Express Company shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 1.3k 331.85
2025-06-30 $264k 829 318.46
2025-03-31 $209k 776 269.33
2024-12-31 $200k 675 296.30
2024-06-30 $215k 927 231.93
2024-03-31 $480k 2.1k 227.49

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Gold Trust Etf (IAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Utilities Select Sector Spdr Fund Etf (XLU)

View all positions for Archetype Wealth Partners

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen

View all funds holding American Express Company