American Express Company shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.5M | 30k | 318.98 |
| 2025-03-31 | $7.6M | 28k | 269.05 |
| 2024-12-31 | $7.9M | 27k | 296.79 |
| 2024-09-30 | $5.8M | 21k | 271.21 |
| 2024-06-30 | $5.0M | 22k | 231.55 |
| 2024-03-31 | $5.0M | 22k | 227.69 |
| 2023-12-31 | $4.0M | 22k | 187.34 |
| 2023-09-30 | $3.0M | 20k | 149.19 |
| 2023-06-30 | $3.4M | 18k | 187.13 |
| 2023-03-31 | $0 | 2.3M | 0.00 |
| 2022-12-31 | $2.5M | 17k | 147.75 |
| 2022-09-30 | $2.4M | 18k | 134.92 |
| 2022-06-30 | $2.4M | 17k | 138.63 |
| 2022-03-31 | $3.3M | 17k | 186.97 |
| 2021-12-31 | $2.9M | 18k | 163.58 |
| 2021-09-30 | $3.1M | 56k | 55.20 |
| 2021-06-30 | $3.0M | 18k | 165.21 |
| 2020-09-30 | $2.2M | 22k | 100.25 |
| 2020-06-30 | $2.4M | 25k | 95.19 |
| 2020-03-31 | $3.3M | 38k | 85.62 |
| 2019-12-31 | $5.7M | 46k | 124.50 |
| 2019-09-30 | $5.5M | 47k | 118.28 |
| 2019-03-31 | $494k | 4.5k | 109.29 |
| 2018-12-31 | $399k | 4.2k | 95.32 |
| 2018-09-30 | $393k | 3.7k | 106.56 |
| 2018-06-30 | $369k | 3.8k | 97.98 |
| 2018-03-31 | $341k | 3.7k | 93.37 |
| 2017-12-31 | $354k | 3.6k | 99.35 |
| 2017-09-30 | $311k | 3.4k | 90.41 |
| 2017-06-30 | $301k | 3.6k | 84.13 |