Planning Alternatives »

American Express Company shares owned by Planning Alternatives

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Planning Alternatives from 13F filings

Historical chart of Planning Alternatives investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Planning Alternatives 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 Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 999 332.26
2025-06-30 $277k 869 319.09
2025-03-31 $285k 1.1k 269.13

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)

View all positions for Planning Alternatives

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen

View all funds holding American Express Company