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American Express Company shares owned by Omega Financial Group

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Omega Financial Group from 13F filings

Historical chart of Omega Financial Group investment in American Express Company

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All positions including American Express Company held by Omega Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Omega Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 1.2k 227.69
2023-12-31 $225k 1.2k 187.34
2023-06-30 $209k 1.2k 174.20

More positions owned by Omega Financial Group

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Omega Financial Group

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
Wellington Management Company
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Fisher Investments
T. Rowe Price Associates
Norges Bank Investment Management
Legal & General Group
Harris Associates L.P
Lazard Asset Management
Artisan Partners Limited Partnership
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Express Company