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Wellspring Financial Advisors »

American Express Company shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$364k	1.1k	332.19
2025-06-30	$349k	1.1k	319.01
2024-09-30	$396k	1.5k	271.22

More positions owned by Wellspring Financial Advisors

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Goldman Sachs Physical Gold Etf Unit (AAAU)

Vanguard High Dividend Yield High Div Yld (VYM)

Vanguard Total Stk Mkt Total Stk Mkt (VTI)

Ishares Semiconductor Etf Ishares Semicdtr (SOXX)

Health Care Select Sector Spdr Sbi Healthcare (XLV)

Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)

Ishares S&p North Amer Tech-software Expanded Tech (IGV)

Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)

Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)

Spdr S&p 500 Etf Trust Tr Unit (SPY)

Vanguard Short-term Treasury Etf Short Term Treas (VGSH)

Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

Top funds holding American Express Company

Berkshire Hathaway

State Street Corporation

Jpmorgan Chase & Co

Wellington Management Company

Geode Capital Management

Fisher Investments

Massachusetts Financial Services

Capital World Investors

Wells Fargo & Company

Ubs Global Asset Management Americas

View all funds holding American Express Company

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