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American Express Company shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 550 369.95
2024-09-30 $227k 836 271.20

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Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Heritage 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