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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
Q2 		$343 Hold
1
– – ﹤0.01% 385
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 $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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's AXP Position: Q2 2026 in Review

Comprehensive Financial Planning held its American Express (AXP) position steady in Q2 2026 at 1 share worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Comprehensive Financial Planning first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.29K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Comprehensive Financial Planning held 1 share of American Express worth $343 as of Q2 2026.
  • Comprehensive Financial Planning left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #385 holding.
  • Comprehensive Financial Planning first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's American Express position peaked at $6.29K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.