Planning Directions’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Planning Directions's AXP Position: Q2 2026 in Review
Planning Directions opened a new position in American Express (AXP) in Q2 2026: 671 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: Planning Directions previously reported a position in AXP as recently as Q3 2025.
Planning Directions first reported a position in AXP in Q1 2024 and has held it in 5 quarters since. The position peaked at $246K in Q3 2024. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Planning Directions held 671 shares of American Express worth $227K as of Q2 2026.
- American Express was a new Planning Directions position in Q2 2026.
- American Express made up 0.11% of Planning Directions's portfolio in Q2 2026, its #98 holding.
- Planning Directions first reported a position in American Express in Q1 2024 and has held it in 5 quarters since.
- Planning Directions's American Express position peaked at $246K in Q3 2024.
- 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.