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Avantax Planning Partners’s American Express AXP Stock Holding History

Avantax Planning Partners’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
Q1 		$771K Buy
2,548
+3
+0.1% +$1.01K 0.02% 224
2025
Q4 		$942K Buy
2,545
+7
+0.3% +$2.5K 0.03% 199
2025
Q3 		$843K Sell
2,538
-287
-10% -$91.3K 0.02% 212
2025
Q2 		$901K Buy
2,825
+1
+0% +$281 0.03% 198
2025
Q1 		$760K Buy
2,824
+305
+12% +$90.2K 0.03% 200
2024
Q4 		$748K Sell
2,519
-202
-7% -$58K 0.03% 201
2024
Q3 		$738K Sell
2,721
-1,428
-34% -$356K 0.03% 198
2024
Q2 		$961K Sell
4,149
-239
-5% -$55.4K 0.03% 211
2024
Q1 		$999K Buy
4,388
+508
+13% +$105K 0.03% 212
2023
Q4 		$727K Buy
3,880
+1,710
+79% +$275K 0.03% 201
2023
Q3 		$324K Buy
2,170
+6
+0.3% +$981 0.01% 274
2023
Q2 		$377K Buy
2,164
+52
+2% +$8.39K 0.02% 259
2023
Q1 		$348K Sell
2,112
-56
-3% -$9.29K 0.01% 266
2022
Q4 		$320K Buy
2,168
+151
+7% +$22.4K 0.01% 290
2022
Q3 		$272K Sell
2,017
-336
-14% -$50.9K 0.01% 292
2022
Q2 		$326K Buy
2,353
+6
+0.3% +$991 0.01% 262
2022
Q1 		$439K Buy
2,347
+7
+0.3% +$1.26K 0.02% 233
2021
Q4 		$383K Buy
2,340
+771
+49% +$131K 0.02% 242
2021
Q3 		$263K Sell
1,569
-44
-3% -$7.36K 0.01% 276
2021
Q2 		$267K Buy
+1,613
New +$253K 0.01% 273
2020
Q1 		– Sell
-1,733
Closed -$216K – 273
2019
Q4 		$216K Sell
1,733
-235
-12% -$28.1K 0.01% 279
2019
Q3 		$233K Buy
1,968
+88
+5% +$10.8K 0.01% 273
2019
Q2 		$235K Sell
1,880
-53
-3% -$6.22K 0.02% 269
2019
Q1 		$211K Buy
+1,933
New +$203K 0.01% 273
2018
Q4 		– Sell
-1,661
Closed -$177K – 355
2018
Q3 		$177K Buy
+1,661
New +$173K 0.01% 256
2018
Q2 		– Sell
-1,740
Closed -$162K – 344
2018
Q1 		$162K Sell
1,740
-362
-17% -$35.1K 0.01% 328
2017
Q4 		$209K Sell
2,102
-850
-29% -$81K 0.02% 286
2017
Q3 		$267K Buy
+2,952
New +$254K 0.02% 301

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Avantax Planning Partners's AXP Position: Q1 2026 in Review

Avantax Planning Partners increased its American Express (AXP) stake by 0.12% in Q1 2026, buying an estimated $1.01K and bringing the position to 2,548 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #224.

Avantax Planning Partners first reported a position in AXP in Q3 2017 and has held it in 28 quarters since. The position peaked at $999K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Avantax Planning Partners held 2,548 shares of American Express worth $771K as of Q1 2026.
  • Avantax Planning Partners bought 3 American Express shares in Q1 2026, an estimated $1.01K.
  • American Express made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #224 holding.
  • Avantax Planning Partners first reported a position in American Express in Q3 2017 and has held it in 28 quarters since.
  • Avantax Planning Partners's American Express position peaked at $999K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.