American Express Company shares owned by Modern Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 46k | 332.16 |
| 2025-06-30 | $1.7M | 5.3k | 318.98 |
| 2025-03-31 | $1.3M | 4.9k | 267.79 |
| 2024-12-31 | $1.5M | 4.9k | 298.54 |
| 2024-09-30 | $1.1M | 4.0k | 272.43 |
| 2024-06-30 | $921k | 4.0k | 232.11 |
| 2024-03-31 | $886k | 3.9k | 227.69 |
| 2023-12-31 | $675k | 3.6k | 187.35 |