Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

American Express Company shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in American Express Company

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All positions including American Express Company held by Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 15k 332.16
2025-06-30 $5.6M 17k 319.00
2025-03-31 $4.1M 15k 269.04
2024-12-31 $2.4M 8.0k 296.80
2024-09-30 $2.2M 8.2k 271.19
2024-06-30 $1.9M 8.0k 231.56
2024-03-31 $1.5M 6.7k 227.69
2023-12-31 $802k 4.3k 187.33
2023-09-30 $610k 4.1k 149.20
2023-06-30 $518k 3.0k 174.21
2023-03-31 $450k 2.7k 164.93
2022-12-31 $343k 2.3k 147.74
2022-09-30 $336k 2.5k 134.78
2022-06-30 $331k 2.4k 138.55
2022-03-31 $243k 1.3k 186.92
2021-12-31 $242k 1.5k 163.51
2021-09-30 $281k 1.7k 167.46
2021-06-30 $226k 1.4k 165.08
2020-09-30 $435k 4.3k 100.14
2020-06-30 $357k 3.7k 95.30
2020-03-31 $278k 3.2k 85.59
2019-12-31 $376k 3.0k 124.34
2019-09-30 $393k 3.3k 118.23
2019-06-30 $427k 3.5k 123.37
2019-03-31 $352k 3.2k 109.42
2014-12-31 $225k 2.4k 92.94

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Microsoft Corporation (MSFT)
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Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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