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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CFC Planning Company's AXP Position: Q2 2026 in Review

CFC Planning Company reduced its American Express (AXP) stake by 4.3% in Q2 2026, selling an estimated $233K and leaving 16,405 shares worth $5.55M. The position accounts for 3.24% of the portfolio, ranked #7.

CFC Planning Company first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.47M in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CFC Planning Company held 16,405 shares of American Express worth $5.55M as of Q2 2026.
  • CFC Planning Company sold 729 American Express shares in Q2 2026, an estimated $233K.
  • American Express made up 3.24% of CFC Planning Company's portfolio in Q2 2026, its #7 holding.
  • CFC Planning Company first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • CFC Planning Company's American Express position peaked at $6.47M in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.