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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Game Plan Financial Advisors's AXP Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its American Express (AXP) stake by 0.09% in Q1 2026, selling an estimated $3.35K and leaving 11,382 shares worth $3.44M. The position accounts for 1.55% of the portfolio, ranked #20.

Game Plan Financial Advisors first reported a position in AXP in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.64M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Game Plan Financial Advisors held 11,382 shares of American Express worth $3.44M as of Q1 2026.
  • Game Plan Financial Advisors sold 10 American Express shares in Q1 2026, an estimated $3.35K.
  • American Express made up 1.55% of Game Plan Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Game Plan Financial Advisors first reported a position in American Express in Q4 2019 and has held it in 22 quarters since.
  • Game Plan Financial Advisors's American Express position peaked at $5.64M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.