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American Express Company shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Fi3 FINANCIAL ADVISORS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 792 332.04
2025-06-30 $261k 820 318.81
2025-03-31 $229k 851 269.17
2024-12-31 $286k 962 296.93
2024-09-30 $262k 967 271.33

More positions owned by Fi3 FINANCIAL ADVISORS

iShares Core S&P 500 ETF Etf (IVV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core S&P Small Cap ETF Etf (IJR)
SPDR S&P 500 ETF Trust Etf (SPY)
Eli Lilly & Co Common Stock (LLY)
Schwab US TIPS ETF Etf (SCHP)
Apple Common Stock (AAPL)
Vanguard Total Stock Market Index Fund ETF Etf (VTI)
Vanguard Small-Cap Index Fund ETF Etf (VB)
Hillenbrand Common Stock (HI)
Nvidia Corporation Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares MSCI EAFE ETF Etf (EFA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Amazon.Com Common Stock (AMZN)

View all positions for Fi3 FINANCIAL ADVISORS

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