CFC Planning Company’s American Express AXP Stock Holding History

CFC Planning Company’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	$4.92M	Sell	16,174 -231	-1%	-$77.2K	2.64%	13
2026 Q2	$5.55M	Sell	16,405 -729	-4%	-$233K	3.24%	7
2026 Q1	$5.18M	Sell	17,134 -355	-2%	-$119K	3.7%	5
2025 Q4	$6.47M	Sell	17,489 -813	-4%	-$291K	4.91%	3
2025 Q3	$6.08M	Buy	18,302 +983	+6%	+$313K	4.99%	3
2025 Q2	$5.52M	Buy	17,319 +2,099	+14%	+$591K	5.21%	4
2025 Q1	$4.1M	Buy	15,220 +1,392	+10%	+$411K	4.38%	4
2024 Q4	$4.1M	Buy	+13,828	New	+$3.97M	4.4%	3

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

CFC Planning Company's AXP Position: Q3 2026 in Review

CFC Planning Company reduced its American Express (AXP) stake by 1.4% in Q3 2026, selling an estimated $77.2K and leaving 16,174 shares worth $4.92M. The position accounts for 2.64% of the portfolio, ranked #13.

CFC Planning Company first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.47M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

CFC Planning Company held 16,174 shares of American Express worth $4.92M as of Q3 2026.
CFC Planning Company sold 231 American Express shares in Q3 2026, an estimated $77.2K.
American Express made up 2.64% of CFC Planning Company's portfolio in Q3 2026, its #13 holding.
CFC Planning Company first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
CFC Planning Company's American Express position peaked at $6.47M in Q4 2025.
1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.