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Planning Capital Management Corporation’s American Express AXP Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$35.3K Sell
130
-304
-70% -$75.7K 0.02% 218
2024
Q2 		$100K Hold
434
– – 0.07% 137
2024
Q1 		$98.8K Sell
434
-110
-20% -$22.8K 0.07% 128
2023
Q4 		$102K Buy
+544
New +$87.6K 0.08% 133

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planning Capital Management Corporation's AXP Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its American Express (AXP) stake by 70% in Q3 2024, selling an estimated $75.7K and leaving 130 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #218.

Planning Capital Management Corporation first reported a position in AXP in Q4 2023 and has held it in 4 quarters since. The position peaked at $102K in Q4 2023. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Planning Capital Management Corporation held 130 shares of American Express worth $35.3K as of Q3 2024.
  • Planning Capital Management Corporation sold 304 American Express shares in Q3 2024, an estimated $75.7K.
  • American Express made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #218 holding.
  • Planning Capital Management Corporation first reported a position in American Express in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's American Express position peaked at $102K in Q4 2023.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.