American Express Company shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Morningstar Investment Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 25k | 271.04 |
| 2024-03-31 | $5.7M | 25k | 227.77 |
| 2023-12-31 | $15M | 79k | 187.80 |
| 2023-09-30 | $6.0M | 40k | 150.24 |
| 2023-06-30 | $6.7M | 39k | 171.49 |
| 2023-03-31 | $6.4M | 40k | 162.76 |
| 2022-12-31 | $15M | 98k | 149.70 |
| 2022-09-30 | $15M | 99k | 147.01 |
| 2022-06-30 | $14M | 97k | 140.26 |
| 2022-03-31 | $18M | 94k | 190.13 |
| 2021-12-31 | $25M | 152k | 163.65 |
| 2021-09-30 | $26M | 150k | 171.79 |
| 2021-06-30 | $24M | 149k | 164.26 |
| 2021-03-31 | $21M | 147k | 143.49 |
| 2020-12-31 | $18M | 150k | 120.91 |
| 2020-09-30 | $15M | 158k | 97.85 |
| 2020-06-30 | $15M | 163k | 94.52 |
| 2020-03-31 | $15M | 170k | 90.27 |
| 2019-12-31 | $22M | 173k | 124.45 |
| 2019-09-30 | $21M | 177k | 118.34 |
| 2019-06-30 | $40M | 320k | 123.44 |
| 2019-03-31 | $36M | 331k | 109.30 |
| 2018-12-31 | $33M | 343k | 95.32 |
| 2018-09-30 | $39M | 363k | 106.49 |
| 2018-06-30 | $37M | 380k | 98.00 |
| 2018-03-31 | $36M | 391k | 93.28 |
| 2017-12-31 | $36M | 366k | 99.31 |
| 2017-09-30 | $32M | 353k | 90.46 |
| 2017-06-30 | $28M | 330k | 84.24 |
| 2017-03-31 | $23M | 291k | 79.11 |
| 2016-12-31 | $20M | 268k | 74.08 |
| 2016-09-30 | $18M | 280k | 64.04 |
| 2016-06-30 | $16M | 269k | 60.69 |
| 2016-03-31 | $15M | 247k | 61.40 |
| 2015-12-31 | $19M | 273k | 69.55 |
| 2015-09-30 | $12M | 163k | 74.13 |
| 2015-06-30 | $9.3M | 120k | 77.72 |
| 2015-03-31 | $5.1M | 65k | 78.13 |
| 2014-12-31 | $4.9M | 53k | 93.05 |
| 2014-09-30 | $4.0M | 45k | 87.55 |
| 2014-06-30 | $3.9M | 41k | 94.87 |
| 2014-03-31 | $3.1M | 35k | 90.02 |
| 2013-12-31 | $3.1M | 34k | 90.74 |
| 2013-09-30 | $2.2M | 30k | 74.58 |
| 2013-06-30 | $1.7M | 23k | 74.75 |
| 2013-03-31 | $1.3M | 19k | 67.58 |
| 2012-12-31 | $1.2M | 20k | 58.77 |
| 2012-09-30 | $1.0M | 18k | 57.19 |
| 2012-06-30 | $988k | 17k | 59.07 |
| 2012-03-31 | $1.0M | 18k | 57.99 |
| 2011-12-31 | $771k | 16k | 47.16 |
| 2011-09-30 | $730k | 16k | 44.93 |
| 2011-06-30 | $919k | 18k | 52.35 |
| 2011-03-31 | $1.1M | 24k | 45.21 |
| 2010-12-31 | $757k | 18k | 42.91 |
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