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American Express Company shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in American Express Company

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

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Quarterly reported holdings in American Express Company by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $398k 1.4k 277.31
2024-06-30 $355k 1.4k 249.63
2024-03-31 $292k 1.3k 218.34
2023-12-31 $212k 1.1k 185.01

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company