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American Express Company shares owned by Planning Directions

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

Historical chart of Planning Directions investment in American Express Company

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All positions including American Express Company held by Planning Directions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Planning Directions

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 610 331.91
2024-09-30 $246k 908 271.30
2024-06-30 $210k 907 231.46
2024-03-31 $206k 905 227.68

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Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

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