Creative Planning’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73M | Buy |
241,230
+12,085
| +5% | +$4.05M | 0.05% | 164 |
|
|
2025
Q4 | $84.8M | Buy |
229,145
+10,777
| +5% | +$3.86M | 0.06% | 136 |
|
|
2025
Q3 | $72.5M | Buy |
218,368
+28,026
| +15% | +$8.91M | 0.06% | 145 |
|
|
2025
Q2 | $60.7M | Buy |
190,342
+6,807
| +4% | +$1.92M | 0.05% | 146 |
|
|
2025
Q1 | $49.4M | Buy |
183,535
+13,022
| +8% | +$3.85M | 0.05% | 157 |
|
|
2024
Q4 | $50.6M | Buy |
170,513
+9,482
| +6% | +$2.72M | 0.05% | 146 |
|
|
2024
Q3 | $43.7M | Buy |
161,031
+7,328
| +5% | +$1.82M | 0.04% | 159 |
|
|
2024
Q2 | $35.6M | Buy |
153,703
+8,228
| +6% | +$1.91M | 0.04% | 179 |
|
|
2024
Q1 | $33.1M | Buy |
145,475
+7,215
| +5% | +$1.5M | 0.04% | 183 |
|
|
2023
Q4 | $25.9M | Buy |
138,260
+9,410
| +7% | +$1.51M | 0.05% | 205 |
|
|
2023
Q3 | $19.2M | Buy |
128,850
+5,460
| +4% | +$893K | 0.03% | 244 |
|
|
2023
Q2 | $21.5M | Buy |
123,390
+6,635
| +6% | +$1.07M | 0.03% | 211 |
|
|
2023
Q1 | $19.3M | Buy |
116,755
+3,274
| +3% | +$543K | 0.03% | 221 |
|
|
2022
Q4 | $16.8M | Buy |
113,481
+3,935
| +4% | +$583K | 0.03% | 238 |
|
|
2022
Q3 | $14.8M | Buy |
109,546
+2,901
| +3% | +$439K | 0.03% | 229 |
|
|
2022
Q2 | $14.8M | Buy |
106,645
+12,310
| +13% | +$2.03M | 0.02% | 243 |
|
|
2022
Q1 | $17.6M | Buy |
94,335
+6,019
| +7% | +$1.09M | 0.03% | 223 |
|
|
2021
Q4 | $14.4M | Sell |
88,316
-7,307
| -8% | -$1.25M | 0.02% | 225 |
|
|
2021
Q3 | $16M | Buy |
95,623
+1,317
| +1% | +$220K | 0.03% | 201 |
|
|
2021
Q2 | $15.6M | Buy |
94,306
+6,801
| +8% | +$1.07M | 0.03% | 200 |
|
|
2021
Q1 | $12.4M | Buy |
87,505
+1,062
| +1% | +$140K | 0.02% | 235 |
|
|
2020
Q4 | $10.5M | Sell |
86,443
-1,777
| -2% | -$197K | 0.02% | 249 |
|
|
2020
Q3 | $8.84M | Buy |
88,220
+9,917
| +13% | +$976K | 0.02% | 230 |
|
|
2020
Q2 | $7.45M | Sell |
78,303
-4,534
| -5% | -$417K | 0.02% | 228 |
|
|
2020
Q1 | $7.09M | Sell |
82,837
-2,008
| -2% | -$234K | 0.03% | 211 |
|
|
2019
Q4 | $10.6M | Sell |
84,845
-6,663
| -7% | -$796K | 0.03% | 182 |
|
|
2019
Q3 | $10.8M | Buy |
91,508
+5,294
| +6% | +$649K | 0.04% | 171 |
|
|
2019
Q2 | $10.6M | Buy |
86,214
+3,312
| +4% | +$389K | 0.04% | 172 |
|
|
2019
Q1 | $9.06M | Buy |
82,902
+8,399
| +11% | +$883K | 0.03% | 176 |
|
|
2018
Q4 | $7.1M | Buy |
74,503
+982
| +1% | +$103K | 0.03% | 192 |
|
|
2018
Q3 | $7.83M | Buy |
73,521
+895
| +1% | +$93.1K | 0.03% | 197 |
|
|
2018
Q2 | $7.12M | Buy |
72,626
+9,101
| +14% | +$894K | 0.03% | 197 |
|
|
2018
Q1 | $5.93M | Sell |
63,525
-2,494
| -4% | -$242K | 0.02% | 212 |
|
|
2017
Q4 | $6.56M | Buy |
66,019
+8,856
| +15% | +$843K | 0.03% | 191 |
|
|
2017
Q3 | $5.17M | Sell |
57,163
-6,895
| -11% | -$593K | 0.02% | 232 |
|
|
2017
Q2 | $5.4M | Buy |
64,058
+1,133
| +2% | +$89.6K | 0.03% | 209 |
|
|
2017
Q1 | $4.98M | Sell |
62,925
-1,583
| -2% | -$124K | 0.03% | 208 |
|
|
2016
Q4 | $4.78M | Buy |
64,508
+3,835
| +6% | +$265K | 0.03% | 212 |
|
|
2016
Q3 | $3.88M | Buy |
60,673
+3,968
| +7% | +$255K | 0.02% | 236 |
|
|
2016
Q2 | $3.44M | Buy |
56,705
+1,632
| +3% | +$103K | 0.02% | 225 |
|
|
2016
Q1 | $3.38M | Sell |
55,073
-5,920
| -10% | -$344K | 0.03% | 213 |
|
|
2015
Q4 | $4.24M | Buy |
60,993
+2,744
| +5% | +$200K | 0.03% | 184 |
|
|
2015
Q3 | $4.32M | Buy |
58,249
+2,239
| +4% | +$172K | 0.04% | 171 |
|
|
2015
Q2 | $4.35M | Buy |
56,010
+4,071
| +8% | +$323K | 0.04% | 167 |
|
|
2015
Q1 | $4.06M | Buy |
51,939
+11,303
| +28% | +$939K | 0.04% | 171 |
|
|
2014
Q4 | $3.78M | Buy |
40,636
+755
| +2% | +$67.7K | 0.04% | 169 |
|
|
2014
Q3 | $3.49M | Buy |
39,881
+14,509
| +57% | +$1.31M | 0.04% | 165 |
|
|
2014
Q2 | $2.41M | Buy |
25,372
+2,285
| +10% | +$206K | 0.03% | 196 |
|
|
2014
Q1 | $2.08M | Sell |
23,087
-796
| -3% | -$71.1K | 0.03% | 195 |
|
|
2013
Q4 | $2.17M | Buy |
23,883
+2,329
| +11% | +$191K | 0.04% | 175 |
|
|
2013
Q3 | $1.63M | Buy |
21,554
+2,420
| +13% | +$182K | 0.03% | 181 |
|
|
2013
Q2 | $1.43M | Buy |
+19,134
| New | +$1.36M | 0.03% | 179 |
|
Other funds holding AXP
VCM
VPM
Creative Planning's AXP Position: Q1 2026 in Review
Creative Planning increased its American Express (AXP) stake by 5.3% in Q1 2026, buying an estimated $4.05M and bringing the position to 241,230 shares worth $73M. The position accounts for 0.05% of the portfolio, ranked #164.
Creative Planning first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $84.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Creative Planning held 241,230 shares of American Express worth $73M as of Q1 2026.
- Creative Planning bought 12,085 American Express shares in Q1 2026, an estimated $4.05M.
- American Express made up 0.05% of Creative Planning's portfolio in Q1 2026, its #164 holding.
- Creative Planning first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's American Express position peaked at $84.8M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.