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PDS Planning’s American Express AXP Stock Holding History

PDS 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 		$924K Sell
3,056
-57
-2% -$19.1K 0.06% 152
2025
Q4 		$1.15M Sell
3,113
-242
-7% -$86.6K 0.08% 125
2025
Q3 		$1.11M Sell
3,355
-3
-0.1% -$954 0.08% 123
2025
Q2 		$1.07M Buy
3,358
+141
+4% +$39.7K 0.08% 116
2025
Q1 		$865K Buy
3,217
+250
+8% +$73.9K 0.07% 120
2024
Q4 		$880K Buy
2,967
+38
+1% +$10.9K 0.08% 106
2024
Q3 		$794K Buy
2,929
+11
+0.4% +$2.74K 0.07% 121
2024
Q2 		$676K Buy
2,918
+3
+0.1% +$695 0.07% 124
2024
Q1 		$664K Buy
2,915
+168
+6% +$34.8K 0.07% 125
2023
Q4 		$515K Sell
2,747
-222
-7% -$35.7K 0.06% 144
2023
Q3 		$443K Buy
2,969
+56
+2% +$9.16K 0.06% 146
2023
Q2 		$507K Buy
2,913
+590
+25% +$95.2K 0.06% 130
2023
Q1 		$383K Buy
2,323
+565
+32% +$93.7K 0.05% 150
2022
Q4 		$260K Buy
1,758
+134
+8% +$19.9K 0.04% 162
2022
Q3 		$219K Sell
1,624
-384
-19% -$58.1K 0.04% 168
2022
Q2 		$278K Buy
2,008
+141
+8% +$23.3K 0.05% 154
2022
Q1 		$349K Buy
1,867
+201
+12% +$36.3K 0.06% 130
2021
Q4 		$273K Sell
1,666
-29
-2% -$4.95K 0.05% 151
2021
Q3 		$284K Buy
1,695
+160
+10% +$26.8K 0.07% 138
2021
Q2 		$254K Buy
+1,535
New +$240K 0.06% 146

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

PDS Planning's AXP Position: Q1 2026 in Review

PDS Planning reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $19.1K and leaving 3,056 shares worth $924K. The position accounts for 0.06% of the portfolio, ranked #152.

PDS Planning first reported a position in AXP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • PDS Planning held 3,056 shares of American Express worth $924K as of Q1 2026.
  • PDS Planning sold 57 American Express shares in Q1 2026, an estimated $19.1K.
  • American Express made up 0.06% of PDS Planning's portfolio in Q1 2026, its #152 holding.
  • PDS Planning first reported a position in American Express in Q2 2021 and has held it in 20 quarters since.
  • PDS Planning's American Express position peaked at $1.15M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.