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American Express Company shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 1.6k 331.99
2025-06-30 $405k 1.3k 316.98
2025-03-31 $353k 1.4k 251.13
2024-12-31 $276k 940 293.30
2024-09-30 $238k 844 281.68