Broadway Wealth Solutions »

American Express Company shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $313k 845 369.95
2025-09-30 $281k 847 332.16
2025-06-30 $271k 850 318.98
2025-03-31 $250k 929 269.05

More positions owned by Broadway Wealth Solutions

Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr Series Trust State Street Spd (SPTL)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Broadway Wealth Solutions

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