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Consolidated Planning Corp’s American Express AXP Stock Holding History

Consolidated Planning Corp’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 		$525K Sell
1,553
-31
-2% -$9.93K 0.07% 101
2026
Q1 		$479K Sell
1,584
-3
-0.2% -$1.01K 0.08% 94
2025
Q4 		$587K Buy
1,587
+124
+8% +$44.4K 0.06% 144
2025
Q3 		$486K Buy
1,463
+37
+3% +$11.8K 0.05% 145
2025
Q2 		$455K Hold
1,426
– – 0.06% 140
2025
Q1 		$384K Sell
1,426
-17
-1% -$5.03K 0.05% 142
2024
Q4 		$428K Buy
1,443
+10
+0.7% +$2.87K 0.06% 139
2024
Q3 		$389K Buy
1,433
+20
+1% +$4.98K 0.06% 140
2024
Q2 		$327K Hold
1,413
– – 0.05% 136
2024
Q1 		$322K Hold
1,413
– – 0.06% 131
2023
Q4 		$265K Hold
1,413
– – 0.05% 136
2023
Q3 		$211K Hold
1,413
– – 0.05% 150
2023
Q2 		$246K Buy
+1,413
New +$228K 0.05% 145
2021
Q4 		– Sell
-201
Closed -$34K – 94
2021
Q3 		$34K Buy
+201
New +$33.6K 0.02% 195

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

Consolidated Planning Corp's AXP Position: Q2 2026 in Review

Consolidated Planning Corp reduced its American Express (AXP) stake by 2% in Q2 2026, selling an estimated $9.93K and leaving 1,553 shares worth $525K. The position accounts for 0.07% of the portfolio, ranked #101.

Consolidated Planning Corp first reported a position in AXP in Q3 2021 and has held it in 14 quarters since. The position peaked at $587K in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Consolidated Planning Corp held 1,553 shares of American Express worth $525K as of Q2 2026.
  • Consolidated Planning Corp sold 31 American Express shares in Q2 2026, an estimated $9.93K.
  • American Express made up 0.07% of Consolidated Planning Corp's portfolio in Q2 2026, its #101 holding.
  • Consolidated Planning Corp first reported a position in American Express in Q3 2021 and has held it in 14 quarters since.
  • Consolidated Planning Corp's American Express position peaked at $587K in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.