Institutional & Family Asset Management »

American Express Company shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Institutional & Family Asset Management 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 Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $56k 239 232.03
2024-03-31 $57k 251 228.10
2023-12-31 $47k 251 187.65
2023-09-30 $38k 251 149.40
2023-06-30 $44k 251 174.41
2023-03-31 $41k 251 165.12
2022-12-31 $37k 251 147.87
2022-09-30 $34k 251 135.46
2022-06-30 $35k 251 139.44
2022-03-31 $51k 272 187.50
2021-12-31 $46k 283 162.54
2021-09-30 $104k 621 167.47
2021-06-30 $105k 637 164.84
2021-03-31 $160k 1.1k 141.47
2020-12-31 $137k 1.1k 120.81
2020-09-30 $139k 1.4k 100.29
2020-06-30 $133k 1.4k 95.20
2020-03-31 $223k 2.6k 85.64
2019-12-31 $321k 2.6k 124.52
2019-09-30 $310k 2.6k 118.10
2019-06-30 $368k 3.0k 123.57
2019-03-31 $327k 3.0k 109.44
2018-12-31 $635k 6.7k 95.26
2018-09-30 $713k 6.7k 106.55
2018-06-30 $655k 6.7k 97.94
2018-03-31 $605k 6.5k 93.29
2017-12-31 $592k 6.0k 99.31
2017-09-30 $582k 6.4k 90.39
2017-06-30 $342k 4.1k 84.17
2017-03-31 $320k 4.0k 79.05
2016-12-31 $299k 4.0k 74.14
2016-09-30 $259k 4.0k 64.01
2016-06-30 $250k 4.1k 60.77
2016-03-31 $283k 4.1k 69.53
2015-12-31 $283k 4.1k 69.53

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company