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American Express Company shares owned by Intelligent Financial Strategies

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

Historical chart of Intelligent Financial Strategies investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 194 271.20
2024-06-30 $45k 194 231.55
2024-03-31 $44k 194 227.69

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
American Centy Etf Tr (AVGE)
DFA Tax-Managed US Marketwide Value II (DFUV)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
Dimensional Etf Trust (DFAC)
Microsoft Corporation (MSFT)
Alphabet COM - Class C (GOOG)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Visa (V)

View all positions for Intelligent Financial Strategies

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company