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American Express Company shares owned by Defined Financial Planning

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning investment in American Express Company

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All positions including American Express Company held by Defined Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 793 323.82
2025-06-30 $286k 921 310.65
2025-03-31 $216k 798 270.48

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J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
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Wisdomtree Tr Us Midcap Divid (DON)
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Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen

View all funds holding American Express Company