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American Express Company shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.1k 27 338.26
2026-03-31 $1.2k 4 302.50
2025-12-31 $3.0k 8 370.00

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Retirement Wealth Solutions

Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Fisher Investments
Vanguard Portfolio Management
Bank of America Corporation
Northern Trust
Wells Fargo & Company
Nuveen
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding American Express Company