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Financial Planning Hawaii’s American Express AXP Stock Holding History

Financial Planning Hawaii’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 		$914K Buy
2,701
+366
+16% +$117K 0.49% 48
2026
Q1 		$706K Buy
2,335
+80
+4% +$26.8K 0.42% 61
2025
Q4 		$834K Buy
+2,255
New +$807K 0.48% 49

Other funds holding AXP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Financial Planning Hawaii's AXP Position: Q2 2026 in Review

Financial Planning Hawaii increased its American Express (AXP) stake by 16% in Q2 2026, buying an estimated $117K and bringing the position to 2,701 shares worth $914K. The position accounts for 0.49% of the portfolio, ranked #48.

Financial Planning Hawaii first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 1,810 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Financial Planning Hawaii held 2,701 shares of American Express worth $914K as of Q2 2026.
  • Financial Planning Hawaii bought 366 American Express shares in Q2 2026, an estimated $117K.
  • American Express made up 0.49% of Financial Planning Hawaii's portfolio in Q2 2026, its #48 holding.
  • Financial Planning Hawaii first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 1,810 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.