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American Express Company shares owned by Legacy Wealth Advisors

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

Historical chart of Legacy Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Legacy 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 Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 709 338.25

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Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Fisher Investments
Vanguard Portfolio Management
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
FMR
Wells Fargo & Company

View all funds holding American Express Company