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Retirement Planning Group (Kansas)’s American Express AXP Stock Holding History

Retirement Planning Group (Kansas)’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 		$684K Buy
2,261
+349
+18% +$117K 0.02% 246
2025
Q4 		$707K Sell
1,912
-48
-2% -$17.2K 0.02% 224
2025
Q3 		$651K Buy
1,960
+143
+8% +$45.5K 0.02% 231
2025
Q2 		$579K Buy
1,817
+169
+10% +$47.6K 0.02% 201
2025
Q1 		$443K Buy
1,648
+237
+17% +$70.1K 0.02% 204
2024
Q4 		$419K Buy
1,411
+32
+2% +$9.19K 0.02% 193
2024
Q3 		$374K Buy
+1,379
New +$343K 0.02% 197

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

Retirement Planning Group (Kansas)'s AXP Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its American Express (AXP) stake by 18% in Q1 2026, buying an estimated $117K and bringing the position to 2,261 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #246.

Retirement Planning Group (Kansas) first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $707K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Retirement Planning Group (Kansas) held 2,261 shares of American Express worth $684K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 349 American Express shares in Q1 2026, an estimated $117K.
  • American Express made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #246 holding.
  • Retirement Planning Group (Kansas) first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s American Express position peaked at $707K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.