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American Express Company shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset Management investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 827 332.16
2025-06-30 $314k 985 318.98
2025-03-31 $261k 969 269.05
2024-12-31 $254k 855 296.79
2024-09-30 $689k 2.5k 271.20

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Costco Whsl Corp Common (COST)
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Alphabet Common (GOOGL)
Waste Mgmt Inc Del Common (WM)
Cyberark Software Foreign (CYBR)
Vanguard Whitehall Fds Foreign (VIGI)

View all positions for Weatherly Asset Management

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