Capital Planning Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-565
| Closed | -$209K | – | 151 |
|
|
2025
Q4 | $209K | Buy |
+565
| New | +$202K | 0.03% | 156 |
|
|
2022
Q2 | – | Sell |
-1,142
| Closed | -$213K | – | 140 |
|
|
2022
Q1 | $213K | Buy |
+1,142
| New | +$206K | 0.05% | 154 |
|
|
2021
Q2 | – | Sell |
-2,540
| Closed | -$359K | – | 148 |
|
|
2021
Q1 | $359K | Sell |
2,540
-1,055
| -29% | -$139K | 0.08% | 111 |
|
|
2020
Q4 | $435K | Sell |
3,595
-2,647
| -42% | -$293K | 0.11% | 104 |
|
|
2020
Q3 | $626K | Sell |
6,242
-6,755
| -52% | -$665K | 0.17% | 85 |
|
|
2020
Q2 | $1.24M | Sell |
12,997
-14,264
| -52% | -$1.31M | 0.37% | 61 |
|
|
2020
Q1 | $2.33M | Sell |
27,261
-1,346
| -5% | -$157K | 0.87% | 40 |
|
|
2019
Q4 | $3.56M | Buy |
28,607
+1,885
| +7% | +$225K | 0.93% | 40 |
|
|
2019
Q3 | $3.16M | Sell |
26,722
-1,454
| -5% | -$178K | 0.92% | 39 |
|
|
2019
Q2 | $3.48M | Buy |
28,176
+1,224
| +5% | +$144K | 1.02% | 34 |
|
|
2019
Q1 | $2.95M | Buy |
26,952
+2,223
| +9% | +$234K | 0.9% | 39 |
|
|
2018
Q4 | $2.36M | Sell |
24,729
-639
| -3% | -$66.9K | 0.86% | 39 |
|
|
2018
Q3 | $2.7M | Buy |
25,368
+3,495
| +16% | +$363K | 0.86% | 39 |
|
|
2018
Q2 | $2.14M | Sell |
21,873
-3,373
| -13% | -$331K | 0.97% | 34 |
|
|
2018
Q1 | $2.35M | Buy |
25,246
+902
| +4% | +$87.4K | 0.84% | 36 |
|
|
2017
Q4 | $2.42M | Buy |
24,344
+445
| +2% | +$42.4K | 0.85% | 38 |
|
|
2017
Q3 | $2.16M | Buy |
23,899
+214
| +0.9% | +$18.4K | 0.85% | 35 |
|
|
2017
Q2 | $2M | Buy |
23,685
+1,571
| +7% | +$124K | 0.88% | 34 |
|
|
2017
Q1 | $1.75M | Sell |
22,114
-1,720
| -7% | -$134K | 0.86% | 31 |
|
|
2016
Q4 | $1.77M | Sell |
23,834
-910
| -4% | -$63K | 0.94% | 25 |
|
|
2016
Q3 | $1.58M | Buy |
24,744
+1,975
| +9% | +$127K | 0.85% | 29 |
|
|
2016
Q2 | $1.38M | Buy |
22,769
+6,880
| +43% | +$436K | 0.77% | 33 |
|
|
2016
Q1 | $976K | Buy |
15,889
+3,536
| +29% | +$206K | 0.47% | 41 |
|
|
2015
Q4 | $859K | Buy |
12,353
+3,470
| +39% | +$252K | 0.5% | 45 |
|
|
2015
Q3 | $658K | Buy |
8,883
+1,300
| +17% | +$100K | 0.43% | 47 |
|
|
2015
Q2 | $589K | Buy |
7,583
+3,600
| +90% | +$286K | 0.35% | 56 |
|
|
2015
Q1 | $311K | Buy |
3,983
+375
| +10% | +$31.2K | 0.22% | 77 |
|
|
2014
Q4 | $336K | Buy |
+3,608
| New | +$323K | 0.29% | 67 |
|
Other funds holding AXP
VCM
VPM
Capital Planning Advisors's AXP Position: Q1 2026 in Review
Capital Planning Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 565 shares — an estimated $209K sold.
Capital Planning Advisors first reported a position in AXP in Q4 2014 and held it in 28 quarters. The position peaked at $3.56M in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Capital Planning Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
- Capital Planning Advisors sold 565 American Express shares in Q1 2026, an estimated $209K.
- Capital Planning Advisors first reported a position in American Express in Q4 2014 and held it in 28 quarters.
- Capital Planning Advisors's American Express position peaked at $3.56M in Q4 2019.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.