Hofer & Associates »

American Express Company shares owned by Hofer & Associates

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Hofer & Associates from 13F filings

Historical chart of Hofer & Associates investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Hofer & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Hofer & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $257M 694 370018.73
2025-09-30 $230M 694 331942.36
2025-06-30 $312M 977 319141.25
2024-12-31 $218M 733 296706.68

More positions owned by Hofer & Associates

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Amgen (AMGN)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ssga Active Tr State Street Dou (STOT)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPSM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Hofer & Associates

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