Partnership Wealth Management »

American Express Company shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $661k 2.2k 296.77
2024-09-30 $607k 2.2k 271.17
2024-06-30 $580k 2.5k 231.51
2024-03-31 $627k 2.8k 227.68
2023-12-31 $552k 2.7k 200.77

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Pepsico Stock (PEP)
Diamondback Energy Stock (FANG)

View all positions for Partnership Wealth Management

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