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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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