Liberty Square Wealth Partners »

American Express Company shares owned by Liberty Square Wealth Partners

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Liberty Square Wealth Partners from 13F filings

Historical chart of Liberty Square Wealth Partners investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $396k 1.2k 332.16
2025-06-30 $381k 1.2k 318.98
2025-03-31 $321k 1.2k 269.05
2024-12-31 $371k 1.2k 311.04

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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