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American Express Company shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 654 338.25

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
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Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
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Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Fisher Investments
Vanguard Portfolio Management
Bank of America Corporation
Northern Trust
Wells Fargo & Company
Nuveen
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding American Express Company