Planning Directions’s American Express AXP Stock Holding History

Planning Directions’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
2025 Q4	–	Sell	-610	Closed	-$202K	–	102
2025 Q3	$202K	Buy	+610	New	+$194K	0.11%	92
2024 Q4	–	Sell	-908	Closed	-$246K	–	78
2024 Q3	$246K	Buy	908 +1	+0.1%	+$249	0.15%	70
2024 Q2	$210K	Buy	907 +2	+0.2%	+$463	0.14%	70
2024 Q1	$206K	Buy	+905	New	+$188K	0.14%	71

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Planning Directions's AXP Position: Q4 2025 in Review

Planning Directions sold out of American Express (AXP) in Q4 2025, closing a stake of 610 shares — an estimated $202K sold.

Planning Directions first reported a position in AXP in Q1 2024 and held it in 4 quarters. The position peaked at $246K in Q3 2024. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Planning Directions reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Planning Directions sold 610 American Express shares in Q4 2025, an estimated $202K.
Planning Directions first reported a position in American Express in Q1 2024 and held it in 4 quarters.
Planning Directions's American Express position peaked at $246K in Q3 2024.
3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Planning Directions's 13F filing for Q4 2025, filed 21 Jan 2026.