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American Express Company shares owned by Independent Financial Group

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in American Express Company

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All positions including American Express Company held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 13k 338.26
2026-03-31 $2.3M 7.5k 302.47
2025-09-30 $4.0M 12k 332.15
2025-06-30 $3.8M 12k 318.98
2025-03-31 $3.9M 14k 269.06
2024-12-31 $4.3M 15k 296.79
2024-09-30 $3.3M 12k 271.20
2024-06-30 $2.7M 12k 231.56
2024-03-31 $1.8M 7.8k 227.68
2023-12-31 $1.2M 6.3k 187.34
2023-09-30 $848k 5.7k 149.19
2023-06-30 $908k 5.2k 174.20
2023-03-31 $814k 4.9k 164.96
2022-12-31 $662k 4.5k 147.75
2022-09-30 $611k 4.5k 134.91
2022-06-30 $737k 5.3k 138.62
2022-03-31 $859k 4.6k 187.00
2021-12-31 $767k 4.7k 163.60
2021-09-30 $596k 3.6k 167.53
2021-06-30 $554k 3.4k 165.23
2021-03-31 $501k 3.5k 141.44
2020-12-31 $441k 3.6k 120.91
2020-09-30 $262k 2.6k 100.25
2020-06-30 $254k 2.7k 95.20
2020-03-31 $224k 2.6k 85.61