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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Consolidated Planning Corp's AXP Position: Q1 2026 in Review

Consolidated Planning Corp reduced its American Express (AXP) stake by 0.19% in Q1 2026, selling an estimated $1.01K and leaving 1,584 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #94.

Consolidated Planning Corp first reported a position in AXP in Q3 2021 and has held it in 13 quarters since. The position peaked at $587K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Consolidated Planning Corp held 1,584 shares of American Express worth $479K as of Q1 2026.
Consolidated Planning Corp sold 3 American Express shares in Q1 2026, an estimated $1.01K.
American Express made up 0.08% of Consolidated Planning Corp's portfolio in Q1 2026, its #94 holding.
Consolidated Planning Corp first reported a position in American Express in Q3 2021 and has held it in 13 quarters since.
Consolidated Planning Corp's American Express position peaked at $587K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.