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Peak Retirement Planning’s American Express AXP Stock Holding History

Peak Retirement 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
Q2 		$371K Buy
1,098
+140
+15% +$44.8K 0.06% 120
2026
Q1 		$290K Buy
958
+74
+8% +$24.8K 0.06% 127
2025
Q4 		$327K Buy
884
+118
+15% +$42.2K 0.08% 114
2025
Q3 		$255K Buy
766
+42
+6% +$13.4K 0.07% 116
2025
Q2 		$231K Buy
+724
New +$204K 0.09% 115

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peak Retirement Planning's AXP Position: Q2 2026 in Review

Peak Retirement Planning increased its American Express (AXP) stake by 15% in Q2 2026, buying an estimated $44.8K and bringing the position to 1,098 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #120.

Peak Retirement Planning first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 2,985 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Peak Retirement Planning held 1,098 shares of American Express worth $371K as of Q2 2026.
  • Peak Retirement Planning bought 140 American Express shares in Q2 2026, an estimated $44.8K.
  • American Express made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #120 holding.
  • Peak Retirement Planning first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 2,985 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.