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American Express Company shares owned by CJM Wealth Advisers

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

Historical chart of CJM Wealth Advisers investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by CJM Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $311k 1.0k 296.79
2024-09-30 $285k 1.0k 271.20
2024-06-30 $245k 1.0k 233.81
2024-03-31 $239k 1.0k 227.69

More positions owned by CJM Wealth Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for CJM Wealth Advisers

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