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American Express Company shares owned by Heritage Family Offices

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in American Express Company

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All positions including American Express Company held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 654 338.27

More positions owned by Heritage Family Offices

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Family Offices

Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Fisher Investments
FMR
Vanguard Portfolio Management
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
Wells Fargo & Company
Nuveen
Goldman Sachs Group

View all funds holding American Express Company