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Comprehensive Financial Planning’s American Express AXP Stock Holding History

Comprehensive 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
Q1 		$306 Sell
1
-16
-94% -$5.37K ﹤0.01% 366
2025
Q4 		$6.29K Buy
17
+16
+1,600% +$5.73K ﹤0.01% 291
2025
Q3 		$335 Hold
1
– – ﹤0.01% 329
2025
Q2 		$321 Hold
1
– – ﹤0.01% 320
2025
Q1 		$269 Hold
1
– – ﹤0.01% 313
2024
Q4 		$297 Buy
+1
New +$287 ﹤0.01% 339

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

Comprehensive Financial Planning's AXP Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its American Express (AXP) stake by 94% in Q1 2026, selling an estimated $5.37K and leaving 1 share worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Comprehensive Financial Planning first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.29K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Comprehensive Financial Planning held 1 share of American Express worth $306 as of Q1 2026.
  • Comprehensive Financial Planning sold 16 American Express shares in Q1 2026, an estimated $5.37K.
  • American Express made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #366 holding.
  • Comprehensive Financial Planning first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's American Express position peaked at $6.29K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.