Live Oak Private Wealth »

American Express Company shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Live Oak Private Wealth 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 Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 773 271.20

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lowe's Companies (LOW)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
UnitedHealth (UNH)
Charles Schwab Corporation (SCHW)
Hca Holdings (HCA)
Dollar Tree (DLTR)
Alphabet Cap Stk Cl A (GOOGL)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Danaher Corporation (DHR)
JPMorgan Chase & Co. (JPM)
Fiserv (FI)

View all positions for Live Oak Private Wealth

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company