HAP
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Harbor Asset Planning’s American Express AXP Stock Holding History

Harbor Asset Planning’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 		$6.66K Hold
22
– – 0.01% 364
2025
Q4 		$8.14K Hold
22
– – 0.01% 352
2025
Q3 		$7.31K Hold
22
– – 0.01% 339
2025
Q2 		$7.02K Buy
+22
New +$6.19K 0.01% 339

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

Harbor Asset Planning's AXP Position: Q1 2026 in Review

Harbor Asset Planning held its American Express (AXP) position steady in Q1 2026 at 22 shares worth $6.66K. The position accounts for 0.01% of the portfolio, ranked #364.

Harbor Asset Planning first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.14K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Harbor Asset Planning held 22 shares of American Express worth $6.66K as of Q1 2026.
  • Harbor Asset Planning left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.01% of Harbor Asset Planning's portfolio in Q1 2026, its #364 holding.
  • Harbor Asset Planning first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's American Express position peaked at $8.14K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.