American Express Company shares owned by Beacon Financial
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in American Express Company
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Quarterly reported holdings in American Express Company by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 6.7k | 332.15 |
| 2025-06-30 | $2.1M | 6.7k | 319.00 |
| 2025-03-31 | $1.8M | 6.8k | 269.06 |
| 2024-12-31 | $2.0M | 6.8k | 296.79 |
| 2024-09-30 | $1.9M | 6.9k | 271.19 |
| 2024-06-30 | $1.6M | 6.7k | 231.57 |
| 2024-03-31 | $1.5M | 6.8k | 227.70 |
| 2023-12-31 | $1.3M | 7.0k | 187.35 |
| 2023-09-30 | $1.1M | 6.8k | 158.06 |
| 2023-06-30 | $1.2M | 7.0k | 172.12 |
| 2023-03-31 | $1.1M | 6.9k | 161.11 |
| 2022-12-31 | $1.1M | 7.3k | 147.75 |
| 2022-09-30 | $1.0M | 7.4k | 137.78 |
| 2022-06-30 | $1.0M | 7.2k | 145.27 |
| 2022-03-31 | $1.4M | 7.2k | 189.73 |
| 2021-12-31 | $1.2M | 7.3k | 168.23 |
| 2021-09-30 | $1.2M | 7.2k | 171.52 |
| 2021-06-30 | $1.2M | 7.3k | 168.90 |
| 2021-03-31 | $1.3M | 11k | 124.00 |
| 2020-12-31 | $1.3M | 11k | 124.00 |
| 2020-09-30 | $1.1M | 11k | 100.25 |
| 2020-06-30 | $1.1M | 11k | 94.57 |
| 2020-03-31 | $990k | 11k | 90.28 |
| 2019-12-31 | $1.3M | 11k | 124.44 |
| 2019-09-30 | $1.4M | 12k | 118.61 |
| 2019-06-30 | $1.8M | 15k | 123.47 |
| 2019-03-31 | $1.6M | 15k | 109.29 |
| 2018-12-31 | $1.4M | 15k | 94.43 |
| 2018-09-30 | $1.6M | 15k | 106.48 |
| 2018-06-30 | $1.5M | 16k | 98.02 |
| 2018-03-31 | $1.5M | 16k | 93.26 |
| 2017-12-31 | $1.6M | 16k | 99.34 |
| 2017-09-30 | $1.4M | 16k | 90.47 |
| 2017-06-30 | $1.3M | 16k | 83.65 |
| 2017-03-31 | $1.1M | 15k | 79.18 |
| 2016-12-31 | $957k | 13k | 74.02 |
| 2013-09-30 | $548k | 7.2k | 75.88 |