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American Express Company shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in American Express Company

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All positions including American Express Company held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 4.8k 271.19
2024-03-31 $965k 4.2k 227.69
2023-12-31 $902k 4.8k 187.34
2023-09-30 $679k 4.6k 149.19
2023-06-30 $792k 4.5k 174.20
2023-03-31 $806k 4.9k 164.95
2022-12-31 $690k 4.7k 147.76
2022-09-30 $607k 4.5k 134.80
2022-06-30 $735k 5.3k 138.65
2022-03-31 $1.2M 6.2k 187.07
2021-12-31 $749k 4.6k 163.57
2021-09-30 $801k 4.8k 167.40
2021-06-30 $816k 4.9k 165.08
2021-03-31 $641k 4.5k 141.31
2020-12-31 $857k 8.6k 100.14
2020-09-30 $857k 8.6k 100.14
2020-06-30 $826k 8.7k 95.24
2020-03-31 $771k 9.0k 85.60
2019-12-31 $6.1M 49k 124.49
2019-09-30 $3.7M 31k 118.27
2019-06-30 $3.7M 30k 123.41
2019-03-31 $3.4M 31k 109.30
2018-12-31 $2.8M 29k 95.33
2018-09-30 $245k 2.3k 106.57
2018-06-30 $220k 2.2k 98.17
2018-03-31 $207k 2.2k 93.24
2017-12-31 $220k 2.2k 99.10
2015-09-30 $262k 3.5k 73.99
2014-12-31 $250k 2.7k 92.94
2014-09-30 $260k 3.0k 87.54
2014-06-30 $287k 3.0k 94.78
2013-12-31 $256k 2.8k 90.78
2013-09-30 $213k 2.8k 75.53
2013-03-31 $251k 3.7k 67.47
2012-09-30 $736k 13k 56.88
2011-12-31 $5.1M 107k 47.17

More positions owned by Baker Avenue Asset Management

Simpson Manufacturing (SSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)
Electronic Arts (EA)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company