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American Express Company shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in American Express Company

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

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Quarterly reported holdings in American Express Company by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $41M 123k 332.16
2025-06-30 $31M 97k 318.98
2025-03-31 $26M 98k 269.05
2024-12-31 $29M 99k 296.79
2024-09-30 $27M 100k 271.20
2024-06-30 $24M 102k 231.55
2024-03-31 $29M 126k 227.69
2023-12-31 $24M 129k 187.34
2023-09-30 $19M 128k 149.19
2023-06-30 $25M 143k 174.20
2023-03-31 $25M 154k 164.95
2022-12-31 $22M 151k 147.75
2022-09-30 $21M 152k 134.91
2022-06-30 $21M 149k 138.62
2022-03-31 $28M 149k 187.00
2021-12-31 $27M 163k 163.60
2021-09-30 $28M 169k 167.53
2021-06-30 $28M 172k 165.23
2021-03-31 $24M 172k 141.44
2020-12-31 $21M 176k 120.91
2020-09-30 $18M 181k 100.25
2020-06-30 $17M 179k 95.20
2020-03-31 $15M 179k 85.61
2019-12-31 $23M 186k 124.49
2019-09-30 $21M 180k 118.28
2019-06-30 $24M 198k 123.44
2019-03-31 $22M 198k 109.30
2018-12-31 $19M 202k 95.32
2018-09-30 $22M 210k 106.49
2018-06-30 $21M 211k 98.00
2018-03-31 $20M 218k 93.28
2017-12-31 $21M 215k 99.70
2017-09-30 $20M 219k 90.46
2017-06-30 $18M 218k 84.24
2017-03-31 $17M 214k 79.11
2016-12-31 $17M 224k 74.08
2016-09-30 $15M 241k 64.04
2016-06-30 $16M 266k 61.00
2016-03-31 $18M 297k 61.40
2015-12-31 $16M 229k 69.55
2015-09-30 $21M 282k 74.13
2015-06-30 $22M 282k 77.72
2015-03-31 $12M 154k 77.45
2014-12-31 $9.3M 100k 93.04
2014-09-30 $8.2M 94k 87.54
2014-06-30 $3.7M 39k 94.87
2014-03-31 $3.1M 35k 90.04
2013-12-31 $2.1M 23k 90.75
2013-09-30 $2.3M 30k 75.53
2013-06-30 $2.2M 29k 74.78
2013-03-31 $2.0M 29k 67.47
2012-12-31 $1.5M 26k 57.46
2012-09-30 $1.5M 27k 56.85
2012-06-30 $1.7M 30k 58.21
2011-12-31 $1.5M 32k 47.17
2011-09-30 $1.3M 30k 44.89
2011-03-31 $248k 5.5k 45.19

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Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
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Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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