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
2023 Q1	–	Sell	-800	Closed	-$4.66K	–	2659
2022 Q4	$4.66K	Hold	800	–	–	﹤0.01%	2393
2022 Q3	$13K	Hold	800	–	–	﹤0.01%	2206
2022 Q2	$10K	Hold	800	–	–	﹤0.01%	2192
2022 Q1	$2K	Buy	+800	New	+$144K	﹤0.01%	2294
2017 Q2	–	Sell	-900	Closed	-$1K	–	4610
2017 Q1	$1K	Sell	900 -900	-50%	-$70.4K	﹤0.01%	4400
2016 Q4	$3K	Buy	+1,800	New	+$125K	﹤0.01%	4124
2014 Q4	–	Sell	-500	Closed	-$2K	–	4147
2014 Q3	$2K	Buy	+500	New	+$45K	﹤0.01%	3632

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.