Center for Financial Planning’s American Express AXP Stock Holding History

Center for Financial 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	$2.17M	Hold	6,414	–	–	0.2%	38
2026 Q1	$1.94M	Sell	6,414 -200	-3%	-$67.1K	0.2%	42
2025 Q4	$2.45M	Hold	6,614	–	–	0.25%	34
2025 Q3	$2.2M	Sell	6,614 -50	-0.8%	-$15.9K	0.23%	36
2025 Q2	$2.13M	Hold	6,664	–	–	0.24%	36
2025 Q1	$1.79M	Sell	6,664 -96	-1%	-$28.4K	0.23%	42
2024 Q4	$2.01M	Hold	6,760	–	–	0.27%	32
2024 Q3	$1.83M	Sell	6,760 -442	-6%	-$110K	0.25%	36
2024 Q2	$1.67M	Hold	7,202	–	–	0.24%	41
2024 Q1	$1.64M	Buy	7,202 +360	+5%	+$74.6K	0.25%	41
2023 Q4	$1.28M	Sell	6,842 -1,890	-22%	-$304K	0.24%	42
2023 Q3	$1.3M	Hold	8,732	–	–	0.28%	38
2023 Q2	$1.52M	Hold	8,732	–	–	0.32%	37
2023 Q1	$1.44M	Hold	8,732	–	–	0.33%	38
2022 Q4	$1.29M	Hold	8,732	–	–	0.31%	37
2022 Q3	$1.18M	Sell	8,732 -10	-0.1%	-$1.51K	0.31%	35
2022 Q2	$1.21M	Hold	8,742	–	–	0.31%	34
2022 Q1	$1.64M	Hold	8,742	–	–	0.34%	31
2021 Q4	$1.43M	Buy	8,742 +10	+0.1%	+$1.71K	0.29%	35
2021 Q3	$1.46M	Hold	8,732	–	–	0.36%	31
2021 Q2	$1.44M	Hold	8,732	–	–	0.36%	34
2021 Q1	$1.24M	Hold	8,732	–	–	0.32%	37
2020 Q4	$1.06M	Hold	8,732	–	–	0.3%	37
2020 Q3	$875K	Hold	8,732	–	–	0.28%	43
2020 Q2	$831K	Sell	8,732 -41	-0.5%	-$3.77K	0.29%	39
2020 Q1	$751K	Hold	8,773	–	–	0.25%	44
2019 Q4	$1.09M	Buy	+8,773	New	+$1.05M	0.27%	32

Other funds holding AXP

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Center for Financial Planning's AXP Position: Q2 2026 in Review

Center for Financial Planning held its American Express (AXP) position steady in Q2 2026 at 6,414 shares worth $2.17M. The position accounts for 0.2% of the portfolio, ranked #38.

Center for Financial Planning first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.45M in Q4 2025. 794 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Center for Financial Planning held 6,414 shares of American Express worth $2.17M as of Q2 2026.
Center for Financial Planning left its American Express share count unchanged in Q2 2026.
American Express made up 0.2% of Center for Financial Planning's portfolio in Q2 2026, its #38 holding.
Center for Financial Planning first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's American Express position peaked at $2.45M in Q4 2025.
794 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.