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American Express Company shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $446k 1.6k 271.22
2024-06-30 $388k 1.7k 231.54
2024-03-31 $573k 2.5k 227.67

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View all positions for Worth Financial Advisory Group

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company