Next Level Wealth Planning’s American Express AXP Stock Holding History

Next Level Wealth 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 Q3	$90.3K	Buy	+297	New	+$99.2K	0.04%	124

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's AXP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in American Express (AXP) in Q3 2026: 297 shares worth $90.3K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings.

1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Next Level Wealth Planning held 297 shares of American Express worth $90.3K as of Q3 2026.
American Express was a new Next Level Wealth Planning position in Q3 2026.
American Express made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #124 holding.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.