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American Express Company shares owned by Levy Wealth Management Group

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Levy Wealth Management Group from 13F filings

Historical chart of Levy Wealth Management Group investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $348k 1.5k 231.49
2024-03-31 $207k 1.1k 187.40
2023-12-31 $207k 1.1k 187.40

More positions owned by Levy Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Levy Wealth Management Group

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Geode Capital Management
FMR
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Northern Trust
Nuveen Asset Management
Invesco
Legal & General Group

View all funds holding American Express Company