Superior Planning, LLC’s American Express AXP Stock Holding History

Superior Planning, LLC’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$116K	Buy	+383	New	+$128K	0.05%	223

Other funds holding AXP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Superior Planning, LLC's AXP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in American Express (AXP) in Q3 2026: 383 shares worth $116K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings.

2,203 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Superior Planning, LLC held 383 shares of American Express worth $116K as of Q3 2026.
American Express was a new Superior Planning, LLC position in Q3 2026.
American Express made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #223 holding.
2,203 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.