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American Express Company shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 17k 302.48

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Fisher Investments
FMR
Wellington Management Company
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
Nuveen

View all funds holding American Express Company