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Abacus Planning Group’s American Express AXP Stock Holding History

Abacus Planning Group’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
Q2 		$382K Buy
1,128
+55
+5% +$17.6K 0.05% 175
2026
Q1 		$325K Sell
1,073
-134
-11% -$44.9K 0.04% 190
2025
Q4 		$447K Buy
1,207
+26
+2% +$9.3K 0.06% 149
2025
Q3 		$392K Sell
1,181
-16
-1% -$5.09K 0.05% 157
2025
Q2 		$382K Buy
1,197
+129
+12% +$36.3K 0.06% 156
2025
Q1 		$287K Buy
1,068
+2
+0.2% +$591 0.05% 169
2024
Q4 		$316K Hold
1,066
– – 0.06% 160
2024
Q3 		$289K Buy
1,066
+89
+9% +$22.2K 0.05% 172
2024
Q2 		$226K Sell
977
-266
-21% -$61.6K 0.04% 188
2024
Q1 		$283K Buy
1,243
+29
+2% +$6.01K 0.06% 158
2023
Q4 		$227K Buy
+1,214
New +$195K 0.05% 176
2023
Q3 		– Sell
-1,214
Closed -$211K – 192
2023
Q2 		$211K Hold
1,214
– – 0.05% 180
2023
Q1 		$200K Buy
+1,214
New +$201K 0.05% 175
2022
Q3 		– Sell
-1,673
Closed -$232K – 186
2022
Q2 		$232K Hold
1,673
– – 0.07% 161
2022
Q1 		$313K Sell
1,673
-9
-0.5% -$1.63K 0.08% 148
2021
Q4 		$275K Buy
1,682
+199
+13% +$33.9K 0.07% 166
2021
Q3 		$248K Hold
1,483
– – 0.08% 163
2021
Q2 		$245K Buy
+1,483
New +$232K 0.07% 166

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Abacus Planning Group's AXP Position: Q2 2026 in Review

Abacus Planning Group increased its American Express (AXP) stake by 5.1% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,128 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #175.

Abacus Planning Group first reported a position in AXP in Q2 2021 and has held it in 18 quarters since. The position peaked at $447K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Abacus Planning Group held 1,128 shares of American Express worth $382K as of Q2 2026.
  • Abacus Planning Group bought 55 American Express shares in Q2 2026, an estimated $17.6K.
  • American Express made up 0.05% of Abacus Planning Group's portfolio in Q2 2026, its #175 holding.
  • Abacus Planning Group first reported a position in American Express in Q2 2021 and has held it in 18 quarters since.
  • Abacus Planning Group's American Express position peaked at $447K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.