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American Express Company shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $488k 1.5k 332.14
2025-06-30 $535k 1.7k 318.93
2025-03-31 $274k 1.0k 268.97
2024-12-31 $565k 1.9k 296.82
2024-09-30 $539k 2.0k 271.13

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View all positions for Waterloo Capital

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