GPFA
AXP icon

Game Plan Financial Advisors’s American Express AXP Stock Holding History

Game Plan Financial Advisors’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 		$4.14M Buy
12,232
+850
+7% +$272K 1.54% 19
2026
Q1 		$3.44M Sell
11,382
-10
-0.1% -$3.35K 1.55% 20
2025
Q4 		$4.21M Sell
11,392
-24
-0.2% -$8.59K 1.69% 19
2025
Q3 		$3.79M Sell
11,416
-463
-4% -$147K 1.57% 24
2025
Q2 		$3.79M Sell
11,879
-1,420
-11% -$400K 1.66% 24
2025
Q1 		$3.58M Sell
13,299
-5,683
-30% -$1.68M 1.74% 19
2024
Q4 		$5.64M Buy
18,982
+2,826
+17% +$812K 2.67% 9
2024
Q3 		$4.38M Buy
16,156
+8,223
+104% +$2.05M 2.12% 15
2024
Q2 		$1.84M Buy
7,933
+7,803
+6,002% +$1.81M 0.91% 40
2024
Q1 		$29.6K Buy
130
+50
+63% +$10.4K 0.02% 178
2023
Q4 		$15K Buy
+80
New +$12.9K 0.01% 218
2022
Q4 		$1.23M Buy
8,300
+798
+11% +$118K 1.01% 37
2022
Q3 		$1.01M Sell
7,502
-843
-10% -$128K 0.85% 40
2022
Q2 		$1.15M Buy
8,345
+1,490
+22% +$246K 0.92% 39
2022
Q1 		$1.28M Buy
6,855
+25
+0.4% +$4.51K 0.77% 44
2021
Q4 		$1.12M Buy
6,830
+100
+1% +$17.1K 0.6% 52
2021
Q3 		$1.13M Hold
6,730
– – 0.67% 50
2021
Q2 		$1.11M Sell
6,730
-25
-0.4% -$3.92K 0.66% 45
2021
Q1 		$957K Buy
6,755
+940
+16% +$124K 0.62% 49
2020
Q4 		$703K Buy
+5,815
New +$644K 0.5% 52
2020
Q3 		– Sell
-5,480
Closed -$522K – 50
2020
Q2 		$522K Buy
5,480
+300
+6% +$27.6K 0.75% 28
2020
Q1 		$442K Buy
5,180
+575
+12% +$66.9K 0.52% 46
2019
Q4 		$573K Buy
+4,605
New +$550K 0.54% 48

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Game Plan Financial Advisors's AXP Position: Q2 2026 in Review

Game Plan Financial Advisors increased its American Express (AXP) stake by 7.5% in Q2 2026, buying an estimated $272K and bringing the position to 12,232 shares worth $4.14M. The position accounts for 1.54% of the portfolio, ranked #19.

Game Plan Financial Advisors first reported a position in AXP in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.64M in Q4 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Game Plan Financial Advisors held 12,232 shares of American Express worth $4.14M as of Q2 2026.
  • Game Plan Financial Advisors bought 850 American Express shares in Q2 2026, an estimated $272K.
  • American Express made up 1.54% of Game Plan Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Game Plan Financial Advisors first reported a position in American Express in Q4 2019 and has held it in 23 quarters since.
  • Game Plan Financial Advisors's American Express position peaked at $5.64M in Q4 2024.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.