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Planning Alternatives’s American Express AXP Stock Holding History

Planning Alternatives’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 		$531K Buy
1,571
+242
+18% +$77.5K 0.06% 69
2026
Q1 		$402K Buy
1,329
+239
+22% +$80.1K 0.05% 68
2025
Q4 		$403K Buy
1,090
+91
+9% +$32.6K 0.05% 66
2025
Q3 		$332K Buy
999
+130
+15% +$41.4K 0.04% 69
2025
Q2 		$277K Sell
869
-189
-18% -$53.2K 0.04% 68
2025
Q1 		$285K Buy
+1,058
New +$313K 0.04% 66

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 $3.38T AUM 44.17% 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

Planning Alternatives's AXP Position: Q2 2026 in Review

Planning Alternatives increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $77.5K and bringing the position to 1,571 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #69.

Planning Alternatives first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Planning Alternatives held 1,571 shares of American Express worth $531K as of Q2 2026.
  • Planning Alternatives bought 242 American Express shares in Q2 2026, an estimated $77.5K.
  • American Express made up 0.06% of Planning Alternatives's portfolio in Q2 2026, its #69 holding.
  • Planning Alternatives first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.