Values Added Financial »

American Express Company shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 748 369.95
2025-09-30 $241k 726 332.16
2025-06-30 $214k 671 318.98

More positions owned by Values Added Financial

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Esg Eafe Etf (DMXF)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Series Trust State Street Spd (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Capital World Investors
Norges Bank Investment Management
Northern Trust
Massachusetts Financial Services
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding American Express Company