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American Express Company shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in American Express Company

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All positions including American Express Company held by Cherrydale 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 Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 557 369.94

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)

View all positions for Cherrydale Wealth 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
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen
Ubs Global Asset Management Americas

View all funds holding American Express Company