Mark Sheptoff Financial Planning’s American Express AXP Stock Holding History

Mark Sheptoff Financial 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	$6.63K	Hold	21	–	–	﹤0.01%	394
2025 Q4	$7.77K	Hold	21	–	–	﹤0.01%	377
2025 Q3	$6.97K	Hold	21	–	–	﹤0.01%	375
2025 Q2	$6.7K	Buy	+21	New	+$5.91K	﹤0.01%	376
2021 Q4	–	Sell	-450	Closed	-$75K	–	455
2021 Q3	$75K	Buy	450 +200	+80%	+$33.4K	0.04%	152
2021 Q2	$41K	Hold	250	–	–	0.02%	205
2021 Q1	$35K	Buy	+250	New	+$33K	0.02%	193
2016 Q3	–	Sell	-40	Closed	-$2K	–	350
2016 Q2	$2K	Buy	+40	New	+$2.53K	﹤0.01%	318
2016 Q1	–	Sell	-9	Closed	-$1K	–	354
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	347
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	364
2015 Q2	$1K	Buy	+9	New	+$714	﹤0.01%	347
2015 Q1	–	Sell	-100	Closed	-$9K	–	332
2014 Q4	$9K	Hold	100	–	–	0.01%	265
2014 Q3	$9K	Hold	100	–	–	0.01%	274
2014 Q2	$9K	Hold	100	–	–	0.01%	281
2014 Q1	$9K	Buy	+100	New	+$8.93K	0.01%	286

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

Mark Sheptoff Financial Planning's AXP Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its American Express (AXP) position steady in Q1 2026 at 21 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Mark Sheptoff Financial Planning first reported a position in AXP in Q1 2014 and has held it in 15 quarters since. The position peaked at $75K in Q3 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Mark Sheptoff Financial Planning held 21 shares of American Express worth $6.63K as of Q1 2026.
Mark Sheptoff Financial Planning left its American Express share count unchanged in Q1 2026.
American Express made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #394 holding.
Mark Sheptoff Financial Planning first reported a position in American Express in Q1 2014 and has held it in 15 quarters since.
Mark Sheptoff Financial Planning's American Express position peaked at $75K in Q3 2021.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.