Creative Planning’s American Express AXP Stock Holding History

Creative 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
2017 Q3	–	Sell	-1,000	Closed	-$9K	–	2031
2017 Q2	$9K	Buy	1,000 +700	+233%	+$55.4K	﹤0.01%	3674
2017 Q1	$2K	Buy	+300	New	+$23.5K	﹤0.01%	4259
2016 Q1	–	Sell	-2,000	Closed	-$3K	–	4318
2015 Q4	$3K	Hold	2,000	–	–	﹤0.01%	3882
2015 Q3	$7K	Buy	+2,000	New	+$154K	﹤0.01%	3414
2015 Q2	–	Sell	-2,000	Closed	-$12K	–	1247
2015 Q1	$12K	Hold	2,000	–	–	﹤0.01%	3068
2014 Q4	$7K	Hold	2,000	–	–	﹤0.01%	3297
2014 Q3	$5K	Hold	2,000	–	–	﹤0.01%	3267
2014 Q2	$15K	Hold	2,000	–	–	﹤0.01%	2652
2014 Q1	$13K	Buy	+2,000	New	+$179K	﹤0.01%	2613

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

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.