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American Express Company shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 597 338.25

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard World Mega Cap Val Etf (MGV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)

View all positions for Bernardo Wealth Planning

Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Fisher Investments
Vanguard Portfolio Management
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
FMR
Wells Fargo & Company

View all funds holding American Express Company