Wellington-altus Usa »

American Express Company shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $196k 648 302.48
2026-03-31 $256k 758 338.25
2025-12-31 $571k 1.5k 369.95

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Fisher Investments
Vanguard Portfolio Management
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
FMR
Wells Fargo & Company

View all funds holding American Express Company