Holistic Planning’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Holistic Planning's AXP Position: Q2 2026 in Review
Holistic Planning opened a new position in American Express (AXP) in Q2 2026: 593 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #328 among its holdings. This is a return to the name: Holistic Planning previously reported a position in AXP as recently as Q4 2025.
Holistic Planning first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $213K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Holistic Planning held 593 shares of American Express worth $201K as of Q2 2026.
- American Express was a new Holistic Planning position in Q2 2026.
- American Express made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #328 holding.
- Holistic Planning first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
- Holistic Planning's American Express position peaked at $213K in Q4 2025.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.