American Express Company shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $997k | 3.0k | 332.16 |
| 2025-06-30 | $957k | 3.0k | 318.98 |
| 2025-03-31 | $807k | 3.0k | 269.05 |
| 2024-12-31 | $890k | 3.0k | 296.79 |
| 2024-09-30 | $814k | 3.0k | 271.20 |
| 2024-06-30 | $695k | 3.0k | 231.55 |
| 2024-03-31 | $683k | 3.0k | 227.69 |
| 2023-12-31 | $562k | 3.0k | 187.34 |
| 2023-09-30 | $448k | 3.0k | 149.19 |
| 2023-06-30 | $523k | 3.0k | 174.20 |
| 2023-03-31 | $495k | 3.0k | 164.95 |
| 2022-12-31 | $443k | 3.0k | 147.75 |
| 2022-09-30 | $405k | 3.0k | 134.91 |
| 2022-06-30 | $416k | 3.0k | 138.62 |
| 2022-03-31 | $561k | 3.0k | 187.00 |
| 2021-12-31 | $491k | 3.0k | 163.60 |
| 2021-09-30 | $503k | 3.0k | 167.53 |
| 2021-06-30 | $496k | 3.0k | 165.23 |
| 2021-03-31 | $424k | 3.0k | 141.44 |
| 2020-12-31 | $363k | 3.0k | 120.91 |
| 2020-09-30 | $301k | 3.0k | 100.25 |
| 2020-06-30 | $286k | 3.0k | 95.20 |
| 2020-03-31 | $257k | 3.0k | 85.61 |
| 2019-12-31 | $374k | 3.0k | 124.49 |
More positions owned by Legacy Wealth Management, LLC / MS
View all positions for Legacy Wealth Management, LLC / MS