JRPIM
AXP icon

Journey Retirement Planning & Investment Management’s American Express AXP Stock Holding History

Journey Retirement Planning & Investment Management’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
Q2 		$654K Buy
1,932
+240
+14% +$76.8K 0.51% 60
2026
Q1 		$512K Sell
1,692
-3,936
-70% -$1.32M 0.45% 77
2025
Q4 		$2.08M Buy
+5,628
New +$2.01M 0.43% 60

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AXP Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $76.8K and bringing the position to 1,932 shares worth $654K. The position accounts for 0.51% of the portfolio, ranked #60.

Journey Retirement Planning & Investment Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,932 shares of American Express worth $654K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 240 American Express shares in Q2 2026, an estimated $76.8K.
  • American Express made up 0.51% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #60 holding.
  • Journey Retirement Planning & Investment Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's American Express position peaked at $2.08M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.