Plante Moran Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $281K | Sell |
831
-82
| -9% | -$26.3K | 0.01% | 137 |
|
|
2026
Q1 | $276K | Buy |
913
+82
| +10% | +$27.5K | 0.02% | 131 |
|
|
2025
Q4 | $307K | Sell |
831
-35
| -4% | -$12.5K | 0.02% | 129 |
|
|
2025
Q3 | $288K | Buy |
866
+26
| +3% | +$8.27K | 0.02% | 135 |
|
|
2025
Q2 | $268K | Hold |
840
| – | – | 0.02% | 134 |
|
|
2025
Q1 | $226K | Hold |
840
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $249K | Sell |
840
-806
| -49% | -$232K | 0.02% | 151 |
|
|
2024
Q3 | $446K | Buy |
1,646
+306
| +23% | +$76.2K | 0.04% | 91 |
|
|
2024
Q2 | $310K | Sell |
1,340
-42
| -3% | -$9.73K | 0.03% | 123 |
|
|
2024
Q1 | $315K | Buy |
1,382
+39
| +3% | +$8.09K | 0.03% | 120 |
|
|
2023
Q4 | $252K | Buy |
1,343
+97
| +8% | +$15.6K | 0.03% | 138 |
|
|
2023
Q3 | $186K | Buy |
1,246
+42
| +3% | +$6.87K | 0.02% | 152 |
|
|
2023
Q2 | $210K | Buy |
1,204
+500
| +71% | +$80.7K | 0.02% | 146 |
|
|
2023
Q1 | $116K | Buy |
704
+142
| +25% | +$23.6K | 0.02% | 214 |
|
|
2022
Q4 | $83K | Buy |
562
+59
| +12% | +$8.74K | 0.01% | 251 |
|
|
2022
Q3 | $68K | Buy |
503
+100
| +25% | +$15.1K | 0.01% | 267 |
|
|
2022
Q2 | $56K | Sell |
403
-173
| -30% | -$28.6K | 0.01% | 298 |
|
|
2022
Q1 | $108K | Sell |
576
-43
| -7% | -$7.76K | 0.02% | 220 |
|
|
2021
Q4 | $101K | Sell |
619
-174
| -22% | -$29.7K | 0.02% | 250 |
|
|
2021
Q3 | $133K | Buy |
793
+148
| +23% | +$24.7K | 0.03% | 228 |
|
|
2021
Q2 | $107K | Buy |
645
+352
| +120% | +$55.1K | 0.03% | 239 |
|
|
2021
Q1 | $41K | Sell |
293
-581
| -66% | -$76.8K | 0.01% | 400 |
|
|
2020
Q4 | $106K | Buy |
874
+37
| +4% | +$4.1K | 0.03% | 242 |
|
|
2020
Q3 | $84K | Buy |
837
+11
| +1% | +$1.08K | 0.03% | 255 |
|
|
2020
Q2 | $79K | Sell |
826
-46
| -5% | -$4.24K | 0.03% | 240 |
|
|
2020
Q1 | $75K | Sell |
872
-335
| -28% | -$39K | 0.03% | 216 |
|
|
2019
Q4 | $150K | Sell |
1,207
-152
| -11% | -$18.2K | 0.05% | 189 |
|
|
2019
Q3 | $161K | Sell |
1,359
-127
| -9% | -$15.6K | 0.05% | 185 |
|
|
2019
Q2 | $183K | Buy |
1,486
+112
| +8% | +$13.2K | 0.06% | 160 |
|
|
2019
Q1 | $150K | Buy |
1,374
+98
| +8% | +$10.3K | 0.05% | 185 |
|
|
2018
Q4 | $122K | Buy |
1,276
+625
| +96% | +$65.4K | 0.04% | 183 |
|
|
2018
Q3 | $69K | Sell |
651
-17
| -3% | -$1.77K | 0.02% | 251 |
|
|
2018
Q2 | $65K | Sell |
668
-48
| -7% | -$4.72K | 0.03% | 282 |
|
|
2018
Q1 | $67K | Buy |
716
+73
| +11% | +$7.07K | 0.04% | 295 |
|
|
2017
Q4 | $64K | Sell |
643
-14
| -2% | -$1.33K | 0.04% | 295 |
|
|
2017
Q3 | $59K | Hold |
657
| – | – | 0.04% | 271 |
|
|
2017
Q2 | $55K | Sell |
657
-163
| -20% | -$12.9K | 0.03% | 287 |
|
|
2017
Q1 | $65K | Sell |
820
-1,056
| -56% | -$82.6K | 0.04% | 269 |
|
|
2016
Q4 | $139K | Buy |
1,876
+670
| +56% | +$46.4K | 0.09% | 177 |
|
|
2016
Q3 | $77K | Buy |
1,206
+287
| +31% | +$18.4K | 0.05% | 242 |
|
|
2016
Q2 | $56K | Buy |
919
+44
| +5% | +$2.79K | 0.04% | 261 |
|
|
2016
Q1 | $54K | Sell |
875
-706
| -45% | -$41.1K | 0.04% | 252 |
|
|
2015
Q4 | $110K | Buy |
1,581
+222
| +16% | +$16.2K | 0.08% | 172 |
|
|
2015
Q3 | $101K | Sell |
1,359
-688
| -34% | -$52.9K | 0.08% | 172 |
|
|
2015
Q2 | $159K | Buy |
2,047
+454
| +28% | +$36K | 0.11% | 140 |
|
|
2015
Q1 | $124K | Buy |
1,593
+84
| +6% | +$6.98K | 0.09% | 162 |
|
|
2014
Q4 | $140K | Buy |
1,509
+407
| +37% | +$36.5K | 0.1% | 143 |
|
|
2014
Q3 | $96K | Hold |
1,102
| – | – | 0.08% | 170 |
|
|
2014
Q2 | $105K | Buy |
1,102
+192
| +21% | +$17.3K | 0.09% | 145 |
|
|
2014
Q1 | $82K | Sell |
910
-694
| -43% | -$62K | 0.09% | 130 |
|
|
2013
Q4 | $146K | Buy |
1,604
+374
| +30% | +$30.7K | 0.08% | 111 |
|
|
2013
Q3 | $93K | Buy |
1,230
+320
| +35% | +$24.1K | 0.06% | 119 |
|
|
2013
Q2 | $68K | Buy |
+910
| New | +$64.7K | 0.05% | 137 |
|
Other funds holding AXP
RCWMU
Plante Moran Financial Advisors's AXP Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its American Express (AXP) stake by 9% in Q2 2026, selling an estimated $26.3K and leaving 831 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #137.
Plante Moran Financial Advisors first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $446K in Q3 2024. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Plante Moran Financial Advisors held 831 shares of American Express worth $281K as of Q2 2026.
- Plante Moran Financial Advisors sold 82 American Express shares in Q2 2026, an estimated $26.3K.
- American Express made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #137 holding.
- Plante Moran Financial Advisors first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's American Express position peaked at $446K in Q3 2024.
- 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.