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American Express Company shares owned by Jacobsen Capital Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Jacobsen Capital Management from 13F filings

Historical chart of Jacobsen Capital Management investment in American Express Company

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All positions including American Express Company held by Jacobsen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 955 332.16
2025-06-30 $304k 952 318.98
2025-03-31 $229k 850 269.05
2024-12-31 $245k 827 296.79
2024-09-30 $224k 827 271.20

More positions owned by Jacobsen Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Extra Space Storage (EXR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Jacobsen Capital Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen

View all funds holding American Express Company