Ignite Planners
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Ignite Planners’s American Express AXP Stock Holding History

Ignite Planners’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
Q3 		$1.87M Buy
6,096
+713
+13% +$238K 0.24% 101
2026
Q2 		$1.82M Buy
5,383
+74
+1% +$23.7K 0.25% 96
2026
Q1 		$1.61M Buy
5,309
+115
+2% +$38.6K 0.25% 97
2025
Q4 		$1.83M Buy
5,194
+281
+6% +$101K 0.28% 83
2025
Q3 		$1.63M Buy
4,913
+90
+2% +$28.6K 0.27% 94
2025
Q2 		$1.49M Buy
4,823
+47
+1% +$13.2K 0.26% 98
2025
Q1 		$1.28M Buy
4,776
+142
+3% +$42K 0.25% 103
2024
Q4 		$1.4M Buy
4,634
+32
+0.7% +$9.19K 0.31% 76
2024
Q3 		$1.25M Sell
4,602
-80
-2% -$19.9K 0.29% 84
2024
Q2 		$1.1M Buy
4,682
+43
+0.9% +$10K 0.27% 88
2024
Q1 		$1.06M Buy
4,639
+62
+1% +$12.9K 0.3% 83
2023
Q4 		$862K Sell
4,577
-224
-5% -$36.1K 0.26% 99
2023
Q3 		$706K Buy
4,801
+96
+2% +$15.7K 0.22% 122
2023
Q2 		$799K Buy
4,705
+98
+2% +$15.8K 0.31% 75
2023
Q1 		$742K Buy
4,607
+91
+2% +$15.1K 0.31% 81
2022
Q4 		$778K Buy
+4,516
New +$669K 0.33% 81

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Ignite Planners's AXP Position: Q3 2026 in Review

Ignite Planners increased its American Express (AXP) stake by 13% in Q3 2026, buying an estimated $238K and bringing the position to 6,096 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #101.

Ignite Planners first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Ignite Planners held 6,096 shares of American Express worth $1.87M as of Q3 2026.
  • Ignite Planners bought 713 American Express shares in Q3 2026, an estimated $238K.
  • American Express made up 0.24% of Ignite Planners's portfolio in Q3 2026, its #101 holding.
  • Ignite Planners first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.