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American Express Company shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $445k 1.3k 332.16
2025-06-30 $427k 1.3k 318.98
2023-12-31 $10k 52 192.31

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Long Island Wealth Management

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