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Plancorp LLC’s American Express AXP Stock Holding History

Plancorp LLC’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 		$820K Sell
2,313
-1,598
-41% -$512K 0.02% 206
2026
Q1 		$1.23M Sell
3,911
-39
-1% -$13.1K 0.03% 144
2025
Q4 		$1.46M Sell
3,950
-77
-2% -$27.6K 0.04% 126
2025
Q3 		$1.34M Sell
4,027
-14
-0.3% -$4.45K 0.04% 133
2025
Q2 		$1.29M Sell
4,041
-574
-12% -$162K 0.04% 136
2025
Q1 		$1.24M Buy
4,615
+785
+20% +$232K 0.05% 128
2024
Q4 		$1.14M Buy
3,830
+565
+17% +$162K 0.05% 119
2024
Q3 		$885K Buy
3,265
+25
+0.8% +$6.22K 0.04% 140
2024
Q2 		$750K Sell
3,240
-169
-5% -$39.1K 0.03% 145
2024
Q1 		$776K Buy
3,409
+107
+3% +$22.2K 0.03% 142
2023
Q4 		$619K Buy
3,302
+157
+5% +$25.3K 0.03% 143
2023
Q3 		$469K Buy
3,145
+54
+2% +$8.83K 0.03% 156
2023
Q2 		$538K Buy
3,091
+12
+0.4% +$1.94K 0.03% 146
2023
Q1 		$508K Buy
3,079
+193
+7% +$32K 0.03% 152
2022
Q4 		$426K Sell
2,886
-66
-2% -$9.78K 0.03% 158
2022
Q3 		$398K Buy
2,952
+78
+3% +$11.8K 0.03% 157
2022
Q2 		$398K Sell
2,874
-145
-5% -$24K 0.03% 161
2022
Q1 		$565K Buy
3,019
+159
+6% +$28.7K 0.04% 142
2021
Q4 		$468K Sell
2,860
-14
-0.5% -$2.39K 0.03% 153
2021
Q3 		$481K Buy
2,874
+55
+2% +$9.2K 0.03% 144
2021
Q2 		$466K Sell
2,819
-70
-2% -$11K 0.04% 138
2021
Q1 		$409K Sell
2,889
-586
-17% -$77.4K 0.09% 133
2020
Q4 		$420K Buy
3,475
+1,146
+49% +$127K 0.1% 127
2020
Q3 		$233K Buy
2,329
+75
+3% +$7.38K 0.07% 165
2020
Q2 		$215K Buy
+2,254
New +$208K 0.06% 164
2020
Q1 		– Sell
-2,307
Closed -$287K – 166
2019
Q4 		$287K Hold
2,307
– – 0.09% 154
2019
Q3 		$273K Hold
2,307
– – 0.1% 143
2019
Q2 		$285K Hold
2,307
– – 0.11% 135
2019
Q1 		$252K Buy
2,307
+152
+7% +$16K 0.1% 152
2018
Q4 		$205K Buy
2,155
+32
+2% +$3.35K 0.09% 148
2018
Q3 		$226K Hold
2,123
– – 0.09% 159
2018
Q2 		$208K Buy
+2,123
New +$209K 0.08% 159
2018
Q1 		– Sell
-2,123
Closed -$209K – 159
2017
Q4 		$209K Buy
+2,123
New +$202K 0.07% 165

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Plancorp LLC's AXP Position: Q2 2026 in Review

Plancorp LLC reduced its American Express (AXP) stake by 41% in Q2 2026, selling an estimated $512K and leaving 2,313 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #206.

Plancorp LLC first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.46M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Plancorp LLC held 2,313 shares of American Express worth $820K as of Q2 2026.
  • Plancorp LLC sold 1,598 American Express shares in Q2 2026, an estimated $512K.
  • American Express made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #206 holding.
  • Plancorp LLC first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
  • Plancorp LLC's American Express position peaked at $1.46M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.