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American Express Company shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in American Express Company

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All positions including American Express Company held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $88k 265 332.16
2025-03-31 $71k 264 268.55
2024-12-31 $78k 263 296.71
2024-09-30 $71k 262 271.50
2024-06-30 $61k 262 231.12
2024-03-31 $59k 260 228.35

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Apple Common Stock (AAPL)
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Alphabet Common Stock (GOOGL)
Eli Lilly Common Stock (LLY)
Amazon Common Stock (AMZN)
Meta Platforms Common Stock (META)
Nyli Ftse MF Closed and MF Open (HFXI)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Growth MF Closed and MF Open (VUG)
Jpmorgan Chase Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Schwab Us MF Closed and MF Open (SCHX)
Vanguard Value MF Closed and MF Open (VTV)

View all positions for Wiser Advisor Group

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