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American Express Company shares owned by Klingman & Associates

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in American Express Company

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All positions including American Express Company held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.4k 332.16
2025-06-30 $550k 1.7k 318.98
2025-03-31 $224k 831 269.05
2024-12-31 $203k 683 296.79

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

View all positions for Klingman & Associates

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