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Capital Planning’s American Express AXP Stock Holding History

Capital Planning’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 		$203K Buy
+600
New +$192K 0.06% 87
2026
Q1 		– Sell
-600
Closed -$224K – 83
2025
Q4 		$224K Buy
+600
New +$215K 0.06% 80
2025
Q1 		– Sell
-718
Closed -$213K – 96
2024
Q4 		$213K Buy
+718
New +$206K 0.06% 88

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Capital Planning's AXP Position: Q2 2026 in Review

Capital Planning opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings. This is a return to the name: Capital Planning previously reported a position in AXP as recently as Q4 2025.

Capital Planning first reported a position in AXP in Q4 2024 and has held it in 3 quarters since. The position peaked at $224K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Capital Planning held 600 shares of American Express worth $203K as of Q2 2026.
  • American Express was a new Capital Planning position in Q2 2026.
  • American Express made up 0.06% of Capital Planning's portfolio in Q2 2026, its #87 holding.
  • Capital Planning first reported a position in American Express in Q4 2024 and has held it in 3 quarters since.
  • Capital Planning's American Express position peaked at $224K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.