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Plan A Wealth’s American Express AXP Stock Holding History

Plan A Wealth’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 		$832K Buy
2,460
+237
+11% +$75.9K 0.35% 36
2026
Q1 		$672K Buy
2,223
+112
+5% +$37.6K 0.32% 45
2025
Q4 		$781K Buy
2,111
+129
+7% +$46.2K 0.38% 30
2025
Q3 		$658K Buy
1,982
+144
+8% +$45.8K 0.34% 45
2025
Q2 		$586K Buy
1,838
+879
+92% +$247K 0.33% 53
2025
Q1 		$258K Buy
+959
New +$283K 0.2% 84

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

Plan A Wealth's AXP Position: Q2 2026 in Review

Plan A Wealth increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $75.9K and bringing the position to 2,460 shares worth $832K. The position accounts for 0.35% of the portfolio, ranked #36.

Plan A Wealth first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Plan A Wealth held 2,460 shares of American Express worth $832K as of Q2 2026.
  • Plan A Wealth bought 237 American Express shares in Q2 2026, an estimated $75.9K.
  • American Express made up 0.35% of Plan A Wealth's portfolio in Q2 2026, its #36 holding.
  • Plan A Wealth first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.