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Planning Strategies’s American Express AXP Stock Holding History

Planning Strategies’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 		$10.5K Buy
+31
New +$9.93K 0.01% 315

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 $3.37T AUM 44.26% 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 Strategies's AXP Position: Q2 2026 in Review

Planning Strategies opened a new position in American Express (AXP) in Q2 2026: 31 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Planning Strategies held 31 shares of American Express worth $10.5K as of Q2 2026.
  • American Express was a new Planning Strategies position in Q2 2026.
  • American Express made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #315 holding.
  • 2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.