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American Express Company shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 1.1k 332.24
2025-06-30 $347k 1.1k 319.06
2025-03-31 $293k 1.1k 269.11

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View all positions for TruWealth 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