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Financial Life Planners’s American Express AXP Stock Holding History

Financial Life Planners’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
Q2 		$44.3K Hold
131
– – 0.03% 129
2026
Q1 		$39.5K Buy
+131
New +$43.9K 0.03% 135
2025
Q4 		– Sell
-130
Closed -$43.2K – 84
2025
Q3 		$43.2K Buy
+130
New +$41.4K 0.03% 137
2025
Q1 		– Sell
-129
Closed -$38.3K – 110
2024
Q4 		$38.3K Buy
+129
New +$37.1K 0.03% 143

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Financial Life Planners's AXP Position: Q2 2026 in Review

Financial Life Planners held its American Express (AXP) position steady in Q2 2026 at 131 shares worth $44.3K. The position accounts for 0.03% of the portfolio, ranked #129.

Financial Life Planners first reported a position in AXP in Q4 2024 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Financial Life Planners held 131 shares of American Express worth $44.3K as of Q2 2026.
  • Financial Life Planners left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #129 holding.
  • Financial Life Planners first reported a position in American Express in Q4 2024 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.