Wiser Advisor Group »

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

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Wiser Advisor Group 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding American Express Company

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

View all funds holding American Express Company