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American Express Company shares owned by IVC Wealth Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by IVC Wealth Advisors from 13F filings

Historical chart of IVC Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 633 369.95
2024-09-30 $221k 814 271.20

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View all positions for IVC Wealth Advisors

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