American Express Company shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in American Express Company
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All positions including American Express Company held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $209k | 565 | 369.95 |
| 2022-03-31 | $213k | 1.1k | 186.51 |
| 2021-03-31 | $359k | 2.5k | 141.34 |
| 2020-12-31 | $435k | 3.6k | 121.00 |
| 2020-09-30 | $626k | 6.2k | 100.29 |
| 2020-06-30 | $1.2M | 13k | 95.18 |
| 2020-03-31 | $2.3M | 27k | 85.62 |
| 2019-12-31 | $3.6M | 29k | 124.48 |
| 2019-09-30 | $3.2M | 27k | 118.29 |
| 2019-06-30 | $3.5M | 28k | 123.44 |
| 2019-03-31 | $2.9M | 27k | 109.31 |
| 2018-12-31 | $2.4M | 25k | 95.31 |
| 2018-09-30 | $2.7M | 25k | 106.47 |
| 2018-06-30 | $2.1M | 22k | 98.02 |
| 2018-03-31 | $2.4M | 25k | 93.28 |
| 2017-12-31 | $2.4M | 24k | 99.33 |
| 2017-09-30 | $2.2M | 24k | 90.46 |
| 2017-06-30 | $2.0M | 24k | 84.23 |
| 2017-03-31 | $1.7M | 22k | 79.09 |
| 2016-12-31 | $1.8M | 24k | 74.10 |
| 2016-09-30 | $1.6M | 25k | 64.06 |
| 2016-06-30 | $1.4M | 23k | 60.74 |
| 2016-03-31 | $976k | 16k | 61.43 |
| 2015-12-31 | $859k | 12k | 69.54 |
| 2015-09-30 | $658k | 8.9k | 74.07 |
| 2015-06-30 | $589k | 7.6k | 77.67 |
| 2015-03-31 | $311k | 4.0k | 78.08 |
| 2014-12-31 | $336k | 3.6k | 93.13 |