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American Express Company shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9k 5 370.00
2025-09-30 $996 3 332.33

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Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Capital World Investors
Norges Bank Investment Management
Northern Trust
Massachusetts Financial Services
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding American Express Company