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American Express Company shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.7k 332.16
2025-06-30 $1.3M 4.0k 318.95
2025-03-31 $757k 2.8k 269.07
2024-12-31 $280k 942 296.77

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View all positions for Whelan Financial

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