American Express Company shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in American Express Company
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All positions including American Express Company held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $122k | 367 | 332.16 |
| 2025-06-30 | $117k | 367 | 318.98 |
| 2025-03-31 | $100k | 370 | 269.05 |
| 2024-12-31 | $109k | 367 | 296.79 |
More positions owned by Bernard Wealth Management Corp.
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