American Express Company shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.2k | 332.16 |
| 2025-06-30 | $1.3M | 4.2k | 318.98 |
| 2025-03-31 | $1.1M | 4.2k | 269.05 |
| 2024-12-31 | $1.3M | 4.3k | 296.79 |
| 2024-09-30 | $1.1M | 4.2k | 271.20 |
| 2024-06-30 | $974k | 4.2k | 231.55 |
| 2024-03-31 | $957k | 4.2k | 227.69 |
| 2023-12-31 | $788k | 4.2k | 187.34 |
| 2023-09-30 | $627k | 4.2k | 149.19 |
| 2023-06-30 | $733k | 4.2k | 174.20 |
| 2023-03-31 | $941k | 5.7k | 164.95 |
| 2022-12-31 | $849k | 5.7k | 147.75 |
| 2022-09-30 | $776k | 5.8k | 134.89 |
| 2022-06-30 | $809k | 5.8k | 139.22 |
| 2022-03-31 | $1.1M | 5.7k | 187.04 |
| 2021-12-31 | $692k | 4.2k | 163.71 |
| 2021-09-30 | $721k | 4.3k | 167.48 |
| 2021-06-30 | $711k | 4.3k | 165.16 |
| 2021-03-31 | $599k | 4.2k | 141.98 |
| 2020-12-31 | $512k | 4.2k | 120.90 |
| 2020-09-30 | $422k | 4.2k | 100.36 |
| 2020-06-30 | $400k | 4.2k | 95.12 |
| 2020-03-31 | $360k | 4.2k | 85.61 |
| 2019-12-31 | $524k | 4.2k | 124.52 |
| 2019-09-30 | $497k | 4.2k | 118.19 |
| 2019-06-30 | $519k | 4.2k | 123.42 |
| 2019-03-31 | $460k | 4.2k | 109.39 |
| 2018-12-31 | $413k | 4.3k | 95.23 |
| 2018-09-30 | $462k | 4.3k | 106.53 |
| 2018-06-30 | $425k | 4.3k | 97.99 |
| 2018-03-31 | $405k | 4.3k | 93.38 |
| 2017-12-31 | $386k | 3.9k | 99.43 |
| 2017-09-30 | $371k | 4.1k | 90.55 |
| 2017-06-30 | $345k | 4.1k | 84.21 |
| 2017-03-31 | $581k | 7.3k | 79.08 |
| 2016-12-31 | $723k | 9.8k | 74.06 |