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American Express Company shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in American Express Company

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 50 332.16
2025-06-30 $16k 50 318.98
2025-03-31 $14k 50 269.06
2024-12-31 $16k 50 316.78
2024-09-30 $14k 50 287.64

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Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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