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Plotkin Financial Advisors’s American Express AXP Stock Holding History

Plotkin Financial Advisors’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
Q1 		$273K Buy
904
+145
+19% +$48.6K 0.14% 83
2025
Q4 		$281K Buy
759
+93
+14% +$33.3K 0.14% 78
2025
Q3 		$221K Buy
+666
New +$212K 0.11% 95

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Plotkin Financial Advisors's AXP Position: Q1 2026 in Review

Plotkin Financial Advisors increased its American Express (AXP) stake by 19% in Q1 2026, buying an estimated $48.6K and bringing the position to 904 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #83.

Plotkin Financial Advisors first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Plotkin Financial Advisors held 904 shares of American Express worth $273K as of Q1 2026.
  • Plotkin Financial Advisors bought 145 American Express shares in Q1 2026, an estimated $48.6K.
  • American Express made up 0.14% of Plotkin Financial Advisors's portfolio in Q1 2026, its #83 holding.
  • Plotkin Financial Advisors first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Plotkin Financial Advisors's American Express position peaked at $281K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.