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Retirement Planning Company of New England’s American Express AXP Stock Holding History

Retirement Planning Company of New England’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 		$311K Buy
920
+2
+0.2% +$640 0.11% 195
2026
Q1 		$278K Buy
918
+104
+13% +$34.9K 0.11% 200
2025
Q4 		$301K Buy
814
+1
+0.1% +$358 0.12% 188
2025
Q3 		$270K Buy
813
+2
+0.2% +$636 0.11% 202
2025
Q2 		$259K Buy
811
+2
+0.2% +$563 0.12% 195
2025
Q1 		$218K Buy
809
+1
+0.1% +$296 0.11% 211
2024
Q4 		$240K Sell
808
-24
-3% -$6.89K 0.12% 200
2024
Q3 		$226K Buy
+832
New +$207K 0.11% 201
2024
Q1 		– Sell
-2,055
Closed -$385K – 222
2023
Q4 		$385K Sell
2,055
-1
-0% -$161 0.17% 139
2023
Q3 		$307K Buy
2,056
+364
+22% +$59.5K 0.17% 134
2023
Q2 		$295K Sell
1,692
-1
-0.1% -$161 0.17% 158
2023
Q1 		$279K Sell
1,693
-43
-2% -$7.13K 0.17% 164
2022
Q4 		$256K Buy
1,736
+154
+10% +$22.8K 0.17% 172
2022
Q3 		$213K Buy
1,582
+46
+3% +$6.96K 0.15% 183
2022
Q2 		$213K Hold
1,536
– – 0.15% 191
2022
Q1 		$287K Sell
1,536
-14
-0.9% -$2.53K 0.16% 172
2021
Q4 		$253K Buy
+1,550
New +$264K 0.12% 181

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

Retirement Planning Company of New England's AXP Position: Q2 2026 in Review

Retirement Planning Company of New England increased its American Express (AXP) stake by 0.22% in Q2 2026, buying an estimated $640 and bringing the position to 920 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #195.

Retirement Planning Company of New England first reported a position in AXP in Q4 2021 and has held it in 17 quarters since. The position peaked at $385K in Q4 2023. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Retirement Planning Company of New England held 920 shares of American Express worth $311K as of Q2 2026.
  • Retirement Planning Company of New England bought 2 American Express shares in Q2 2026, an estimated $640.
  • American Express made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #195 holding.
  • Retirement Planning Company of New England first reported a position in American Express in Q4 2021 and has held it in 17 quarters since.
  • Retirement Planning Company of New England's American Express position peaked at $385K in Q4 2023.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.