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American Express Company shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $224k 606 370.10

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Dimensional Etf Trust Us Large Cap Val (DFLV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Lakeshore Financial Planning

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