American Express Company shares owned by LPL Financial
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in American Express Company
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All positions including American Express Company held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278M | 838k | 332.16 |
| 2025-06-30 | $246M | 771k | 318.98 |
| 2025-03-31 | $193M | 716k | 269.05 |
| 2024-12-31 | $206M | 694k | 296.79 |
| 2024-09-30 | $174M | 640k | 271.20 |
| 2024-06-30 | $140M | 603k | 231.55 |
| 2024-03-31 | $128M | 561k | 227.69 |
| 2023-09-30 | $76M | 509k | 149.19 |
| 2023-06-30 | $87M | 500k | 174.20 |
| 2023-03-31 | $78M | 475k | 164.95 |
| 2022-12-31 | $67M | 454k | 147.75 |
| 2022-09-30 | $60M | 441k | 134.91 |
| 2022-06-30 | $53M | 385k | 138.62 |
| 2022-03-31 | $67M | 359k | 187.00 |
| 2021-12-31 | $50M | 306k | 163.60 |
| 2021-09-30 | $43M | 255k | 167.53 |
| 2021-06-30 | $44M | 269k | 165.23 |
| 2021-03-31 | $36M | 251k | 141.44 |
| 2020-12-31 | $28M | 233k | 120.91 |
| 2020-09-30 | $24M | 243k | 100.25 |
| 2020-06-30 | $23M | 242k | 95.20 |
| 2020-03-31 | $14M | 159k | 85.61 |
| 2019-12-31 | $19M | 154k | 124.49 |
| 2019-09-30 | $19M | 158k | 118.28 |
| 2019-06-30 | $19M | 149k | 123.47 |
| 2019-03-31 | $16M | 145k | 109.33 |
| 2018-12-31 | $14M | 142k | 95.32 |
| 2018-09-30 | $13M | 121k | 106.49 |
| 2018-06-30 | $12M | 122k | 98.00 |
| 2018-03-31 | $12M | 125k | 93.28 |
| 2017-12-31 | $9.9M | 100k | 99.31 |
| 2017-09-30 | $8.7M | 97k | 90.46 |
| 2017-06-30 | $7.8M | 92k | 84.25 |
| 2017-03-31 | $4.3M | 55k | 78.61 |
| 2016-12-31 | $4.7M | 63k | 75.34 |
| 2016-09-30 | $3.3M | 52k | 63.91 |
| 2016-06-30 | $1.8M | 30k | 59.51 |
| 2016-03-31 | $11M | 190k | 60.19 |
| 2015-12-31 | $13M | 191k | 66.56 |
| 2015-09-30 | $9.6M | 124k | 77.29 |
| 2015-06-30 | $15M | 197k | 77.59 |
| 2015-03-31 | $15M | 188k | 78.93 |
| 2014-12-31 | $14M | 149k | 93.04 |
| 2014-09-30 | $12M | 143k | 85.83 |
| 2014-06-30 | $14M | 151k | 94.87 |
| 2014-03-31 | $13M | 140k | 90.03 |
| 2013-12-31 | $11M | 125k | 90.73 |
| 2013-09-30 | $9.0M | 118k | 76.07 |
| 2013-06-30 | $7.9M | 105k | 74.76 |
| 2012-12-31 | $4.8M | 81k | 58.75 |
| 2012-09-30 | $5.4M | 94k | 56.86 |
| 2011-12-31 | $4.2M | 88k | 47.17 |
| 2011-09-30 | $4.3M | 97k | 44.90 |
| 2011-03-31 | $1.3M | 29k | 45.20 |