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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CFC Planning Company's AXP Position: Q1 2026 in Review

CFC Planning Company reduced its American Express (AXP) stake by 2% in Q1 2026, selling an estimated $119K and leaving 17,134 shares worth $5.18M. The position accounts for 3.7% of the portfolio, ranked #5.

CFC Planning Company first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.47M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • CFC Planning Company held 17,134 shares of American Express worth $5.18M as of Q1 2026.
  • CFC Planning Company sold 355 American Express shares in Q1 2026, an estimated $119K.
  • American Express made up 3.7% of CFC Planning Company's portfolio in Q1 2026, its #5 holding.
  • CFC Planning Company first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • CFC Planning Company's American Express position peaked at $6.47M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.