Falcon Wealth Planning’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Falcon Wealth Planning's AXP Position: Q2 2026 in Review
Falcon Wealth Planning reduced its American Express (AXP) stake by 26% in Q2 2026, selling an estimated $72.4K and leaving 646 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #234.
Falcon Wealth Planning first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Falcon Wealth Planning held 646 shares of American Express worth $218K as of Q2 2026.
- Falcon Wealth Planning sold 226 American Express shares in Q2 2026, an estimated $72.4K.
- American Express made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #234 holding.
- Falcon Wealth Planning first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
- Falcon Wealth Planning's American Express position peaked at $264K in Q1 2026.
- 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.