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American Express Company shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 582 369.95
2024-09-30 $213k 787 271.20

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Motorola Solutions Com New (MSI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

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
Goldman Sachs Group
Wells Fargo & Company
Nuveen

View all funds holding American Express Company