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American Express Company shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $683k 2.3k 302.48

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Brown & Brown (BRO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Fisher Investments
FMR
Wellington Management Company
Vanguard Portfolio Management
Bank of America Corporation
Northern Trust
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding American Express Company