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
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Independent Financial Group
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