American Express Company shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.1k | 332.14 |
| 2025-06-30 | $1.6M | 5.0k | 318.96 |
| 2025-03-31 | $1.3M | 4.9k | 269.03 |
| 2024-12-31 | $1.4M | 4.7k | 296.79 |
| 2024-06-30 | $1.2M | 5.1k | 231.55 |
| 2024-03-31 | $1.2M | 5.1k | 227.69 |
| 2023-12-31 | $988k | 5.3k | 187.34 |
| 2023-09-30 | $1.8M | 12k | 149.19 |
| 2023-06-30 | $3.2M | 18k | 174.20 |
| 2023-03-31 | $3.6M | 22k | 164.95 |
| 2022-12-31 | $3.3M | 22k | 147.75 |
| 2022-09-30 | $3.0M | 22k | 134.90 |
| 2022-06-30 | $3.0M | 22k | 138.62 |
| 2022-03-31 | $4.0M | 22k | 187.02 |
| 2021-12-31 | $3.5M | 22k | 163.62 |
| 2021-09-30 | $3.6M | 22k | 167.54 |
| 2021-06-30 | $3.5M | 22k | 165.21 |
| 2021-03-31 | $3.0M | 22k | 141.45 |
| 2020-12-31 | $2.6M | 22k | 120.91 |
| 2020-09-30 | $2.2M | 22k | 100.27 |
| 2020-06-30 | $2.0M | 22k | 95.19 |
| 2020-03-31 | $1.8M | 22k | 85.62 |
| 2019-12-31 | $2.9M | 24k | 124.51 |
| 2019-09-30 | $2.4M | 20k | 118.27 |
| 2019-06-30 | $2.6M | 21k | 123.46 |
| 2018-12-31 | $610k | 6.4k | 95.31 |
| 2018-09-30 | $682k | 6.4k | 106.56 |
| 2018-06-30 | $716k | 7.3k | 97.99 |
| 2018-03-31 | $597k | 6.4k | 93.28 |
More positions owned by Beacon Investment Advisory Services
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