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American Express Company shares owned by MOR Wealth Management

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

Historical chart of MOR Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by MOR Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $539k 1.8k 302.48
2025-12-31 $717k 1.9k 369.95

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Accenture Plc Ireland Shs Class A (ACN)
Texas Pacific Land Corp (TPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Esg Aware Msci (ESML)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for MOR Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Fisher Investments
FMR
Wellington Management Company
Capital World Investors
Norges Bank Investment Management
Northern Trust
Massachusetts Financial Services
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Nuveen

View all funds holding American Express Company