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American Express Company shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.7k 18 319.00
2025-03-31 $1.6k 6 262.33
2024-12-31 $4.5k 15 296.80

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View all positions for Principia Wealth Advisory

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