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American Express Company shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 24k 271.20
2024-06-30 $5.4M 23k 231.55
2024-03-31 $5.3M 23k 227.69
2023-12-31 $4.4M 23k 187.34
2023-09-30 $3.5M 24k 149.19
2023-06-30 $4.2M 24k 174.20
2023-03-31 $4.2M 25k 164.95
2022-12-31 $3.7M 25k 147.75
2022-09-30 $3.3M 24k 134.90
2022-06-30 $3.7M 27k 138.63
2022-03-31 $5.0M 27k 187.01
2021-12-31 $4.3M 26k 163.62
2021-09-30 $1.9M 12k 167.56
2021-06-30 $1.9M 12k 165.26
2021-03-31 $1.6M 12k 141.42
2020-12-31 $1.6M 13k 120.88
2020-09-30 $1.5M 15k 100.27
2020-06-30 $1.6M 16k 95.20
2020-03-31 $1.4M 16k 85.62
2019-12-31 $1.9M 15k 124.46
2019-09-30 $1.8M 15k 118.30
2019-06-30 $1.8M 15k 123.44
2019-03-31 $1.7M 15k 109.33
2018-12-31 $1.4M 14k 95.32
2018-09-30 $1.5M 14k 106.49
2018-06-30 $1.4M 15k 98.02
2018-03-31 $1.3M 14k 93.31
2017-12-31 $1.4M 14k 99.28
2017-09-30 $1.3M 14k 90.46
2017-06-30 $1.2M 14k 84.21
2017-03-31 $1.1M 14k 79.13
2016-12-31 $1.1M 14k 74.07
2015-03-31 $484k 6.2k 78.06
2014-12-31 $586k 6.3k 93.02

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company