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American Express Company shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 681 332.05
2025-06-30 $207k 649 319.14
2024-12-31 $201k 676 296.59

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
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Johnson & Johnson (JNJ)
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Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)

View all positions for Talisman Wealth Advisors

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