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American Express Company shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 22k 271.21
2024-06-30 $2.9M 13k 231.54
2024-03-31 $2.8M 12k 227.70
2023-12-31 $2.8M 15k 187.33
2023-09-30 $1.6M 11k 149.19
2023-06-30 $1.9M 11k 174.19
2023-03-31 $1.9M 11k 164.95
2022-12-31 $1.3M 9.1k 147.74
2022-09-30 $743k 5.5k 134.94
2022-06-30 $1.1M 7.6k 138.65
2022-03-31 $1.6M 8.5k 186.99
2021-12-31 $1.1M 7.0k 163.56
2021-09-30 $469k 2.8k 167.50
2021-06-30 $888k 5.4k 165.30
2021-03-31 $707k 5.0k 141.51
2020-12-31 $603k 5.0k 120.94
2020-09-30 $477k 4.8k 100.25
2020-06-30 $595k 6.3k 95.20
2020-03-31 $402k 4.7k 85.51
2019-12-31 $5.6M 45k 124.50
2019-09-30 $5.3M 45k 118.27
2019-06-30 $6.0M 49k 123.45
2019-03-31 $5.4M 49k 109.31
2018-12-31 $4.6M 49k 95.33
2018-09-30 $2.8M 27k 106.50
2018-06-30 $2.6M 26k 97.99
2018-03-31 $447k 4.8k 93.18
2017-12-31 $503k 5.1k 99.31
2017-09-30 $334k 3.7k 90.39
2017-06-30 $289k 3.4k 84.11
2017-03-31 $280k 3.5k 79.16
2016-12-31 $524k 7.1k 74.07
2016-09-30 $477k 7.4k 64.05
2016-06-30 $490k 8.1k 60.82

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View all positions for Sequoia Financial Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company