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American Express Company shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in American Express Company

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

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Quarterly reported holdings in American Express Company by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0k 27 332.15
2025-06-30 $8.6k 27 318.96
2024-03-31 $47k 207 227.69
2023-12-31 $39k 207 187.34
2023-09-30 $32k 212 149.19

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

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