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American Express Company shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $460k 1.7k 271.20
2024-06-30 $240k 1.0k 231.55
2024-03-31 $232k 1.0k 227.69
2022-06-30 $318k 2.3k 138.68
2022-03-31 $201k 1.1k 187.15

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)

View all positions for MBL Wealth

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Geode Capital Management
FMR
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Northern Trust
Nuveen Asset Management
Invesco
Legal & General Group

View all funds holding American Express Company