Holistic Planning’s American Express AXP Stock Holding History

Holistic 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	–	Sell	-577	Closed	-$213K	–	295
2025 Q4	$213K	Buy	+577	New	+$206K	0.05%	262

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Holistic Planning's AXP Position: Q1 2026 in Review

Holistic Planning sold out of American Express (AXP) in Q1 2026, closing a stake of 577 shares — an estimated $213K sold.

Holistic Planning first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Holistic Planning reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Holistic Planning sold 577 American Express shares in Q1 2026, an estimated $213K.
Holistic Planning first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Holistic Planning's American Express position peaked at $213K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.