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American Express Company shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $466k 1.6k 296.85
2024-09-30 $285k 1.1k 271.19
2024-06-30 $243k 1.1k 231.44

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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