American Express Company shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in American Express Company
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All positions including American Express Company held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $117k | 345 | 338.96 |
| 2026-03-31 | $92k | 303 | 303.28 |
| 2025-12-31 | $94k | 252 | 370.99 |
| 2025-09-30 | $80k | 241 | 333.08 |
| 2025-06-30 | $73k | 230 | 319.01 |
| 2025-03-31 | $62k | 230 | 269.05 |
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