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Midwest Professional Planners Ltd (MPPL)’s American Express AXP Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$4M Buy
13,217
+122
+0.9% +$40.9K 0.94% 31
2025
Q4 		$4.84M Buy
13,095
+540
+4% +$193K 1.15% 24
2025
Q3 		$4.17M Buy
12,555
+22
+0.2% +$7K 1.02% 28
2025
Q2 		$4M Buy
12,533
+354
+3% +$99.6K 1.05% 29
2025
Q1 		$3.28M Sell
12,179
-88
-0.7% -$26K 1.02% 28
2024
Q4 		$3.64M Buy
12,267
+733
+6% +$211K 1.09% 25
2024
Q3 		$3.13M Buy
11,534
+906
+9% +$226K 0.96% 26
2024
Q2 		$2.46M Buy
10,628
+1,793
+20% +$415K 0.82% 38
2024
Q1 		$2.01M Buy
8,835
+6,386
+261% +$1.32M 0.71% 44
2023
Q4 		$459K Buy
2,449
+45
+2% +$7.24K 0.18% 94
2023
Q3 		$359K Buy
2,404
+199
+9% +$32.5K 0.16% 96
2023
Q2 		$384K Sell
2,205
-333
-13% -$53.7K 0.17% 96
2023
Q1 		$419K Buy
2,538
+177
+7% +$29.4K 0.2% 89
2022
Q4 		$349K Buy
2,361
+243
+11% +$36K 0.19% 98
2022
Q3 		$286K Buy
2,118
+150
+8% +$22.7K 0.17% 98
2022
Q2 		$273K Buy
1,968
+158
+9% +$26.1K 0.15% 98
2022
Q1 		$338K Buy
1,810
+154
+9% +$27.8K 0.17% 98
2021
Q4 		$271K Buy
1,656
+50
+3% +$8.53K 0.13% 107
2021
Q3 		$269K Buy
1,606
+13
+0.8% +$2.17K 0.14% 106
2021
Q2 		$263K Buy
+1,593
New +$249K 0.14% 107
2018
Q4 		– Sell
-6,404
Closed -$682K – 81
2018
Q3 		$682K Buy
6,404
+238
+4% +$24.8K 0.63% 39
2018
Q2 		$604K Sell
6,166
-935
-13% -$91.9K 0.54% 39
2018
Q1 		$662K Buy
7,101
+207
+3% +$20.1K 0.6% 37
2017
Q4 		$685K Buy
+6,894
New +$657K 0.63% 37

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Midwest Professional Planners Ltd (MPPL)'s AXP Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its American Express (AXP) stake by 0.93% in Q1 2026, buying an estimated $40.9K and bringing the position to 13,217 shares worth $4M. The position accounts for 0.94% of the portfolio, ranked #31.

Midwest Professional Planners Ltd (MPPL) first reported a position in AXP in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.84M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 13,217 shares of American Express worth $4M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 122 American Express shares in Q1 2026, an estimated $40.9K.
  • American Express made up 0.94% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #31 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in American Express in Q4 2017 and has held it in 24 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s American Express position peaked at $4.84M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.