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American Express Company shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by ForthRight 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 ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 582 370.24

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Proshares Tr Russ 2000 Divd (SMDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for ForthRight Wealth Management

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
Capital World Investors
Norges Bank Investment Management
Northern Trust
Massachusetts Financial Services
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding American Express Company