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American Express Company shares owned by Birchcreek Wealth Management

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

Historical chart of Birchcreek Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $481k 1.8k 271.19
2024-06-30 $389k 1.7k 231.61
2024-03-31 $370k 1.6k 227.69
2023-12-31 $256k 1.4k 187.34
2020-12-31 $84k 699 120.17

More positions owned by Birchcreek Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Short Treas Bd (SHV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Birchcreek Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Geode Capital Management
FMR
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Northern Trust
Nuveen Asset Management
Invesco
Legal & General Group

View all funds holding American Express Company