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American Express Company shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $546k 2.0k 271.20
2024-06-30 $466k 2.0k 231.55
2024-03-31 $456k 2.0k 227.69
2023-12-31 $375k 2.0k 187.34

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View all positions for ORBA Wealth Advisors

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