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American Express Company shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory Group investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $351k 948 369.95
2025-09-30 $315k 948 332.16
2025-06-30 $302k 948 318.98

More positions owned by Investment Advisory Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Investment Advisory Group

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