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American Express Company shares owned by Montgomery Investment Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Montgomery Investment Management from 13F filings

Historical chart of Montgomery Investment Management investment in American Express Company

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All positions including American Express Company held by Montgomery Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Montgomery Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $220k 1.2k 187.34
2023-06-30 $205k 1.2k 174.20
2022-03-31 $220k 1.2k 187.23
2021-09-30 $201k 1.2k 167.36
2019-12-31 $210k 1.7k 124.56
2019-09-30 $211k 1.8k 118.14
2019-06-30 $256k 2.1k 123.61
2019-03-31 $265k 2.4k 109.46
2018-12-31 $242k 2.5k 95.35
2018-09-30 $270k 2.5k 106.38
2018-06-30 $251k 2.6k 97.93
2018-03-31 $272k 2.9k 93.37
2017-12-31 $289k 2.9k 99.21
2017-09-30 $283k 3.1k 90.33
2017-06-30 $357k 4.2k 84.34
2017-03-31 $558k 7.1k 79.07
2016-12-31 $540k 7.3k 74.05
2016-09-30 $495k 7.7k 64.06
2016-06-30 $473k 7.8k 60.74