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Stonehaven Wealth & Tax Solutions »

American Express Company shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$363k	1.1k	332.16
2025-06-30	$355k	1.1k	318.98
2025-03-31	$301k	1.1k	269.05
2024-12-31	$486k	1.6k	296.79

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding American Express Company

Berkshire Hathaway

State Street Corporation

Jpmorgan Chase & Co

Wellington Management Company

Geode Capital Management

Fisher Investments

Massachusetts Financial Services

Capital World Investors

Wells Fargo & Company

View all funds holding American Express Company

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