Capital Planning
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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
Q3 		– Sell
-600
Closed -$203K – 85
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Planning's AXP Position: Q3 2026 in Review

Capital Planning sold out of American Express (AXP) in Q3 2026, closing a stake of 600 shares — an estimated $203K sold.

Capital Planning first reported a position in AXP in Q4 2024 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Capital Planning reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 600 American Express shares in Q3 2026, an estimated $203K.
  • Capital Planning first reported a position in American Express in Q4 2024 and held it in 3 quarters.
  • Capital Planning's American Express position peaked at $224K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.