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 Q3	$758K	Buy	2,491 +31	+1%	+$10.4K	0.27%	52
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

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Plan A Wealth's AXP Position: Q3 2026 in Review

Plan A Wealth increased its American Express (AXP) stake by 1.3% in Q3 2026, buying an estimated $10.4K and bringing the position to 2,491 shares worth $758K. The position accounts for 0.27% of the portfolio, ranked #52.

Plan A Wealth first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $832K in Q2 2026. 115 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Plan A Wealth held 2,491 shares of American Express worth $758K as of Q3 2026.
Plan A Wealth bought 31 American Express shares in Q3 2026, an estimated $10.4K.
American Express made up 0.27% of Plan A Wealth's portfolio in Q3 2026, its #52 holding.
Plan A Wealth first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
Plan A Wealth's American Express position peaked at $832K in Q2 2026.
115 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.