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American Express Company shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 695 332.10
2025-06-30 $220k 688 318.97
2024-12-31 $204k 686 296.95

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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
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Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
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View all positions for Gradient Capital 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