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American Express Company shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by WMG 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $772k 2.3k 332.15
2025-06-30 $749k 2.3k 318.98
2025-03-31 $633k 2.4k 269.05
2024-12-31 $698k 2.4k 296.79
2024-09-30 $643k 2.4k 271.20

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American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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View all positions for WMG Financial Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen
Ubs Global Asset Management Americas

View all funds holding American Express Company