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American Express Company shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 1.1k 332.16
2025-06-30 $292k 1.1k 269.05
2025-03-31 $292k 1.1k 269.05

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)

View all positions for Bestgate Wealth Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen

View all funds holding American Express Company