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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
Q2 		$609K Sell
1,800
-461
-20% -$148K 0.02% 289
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 $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 Group (Kansas)'s AXP Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its American Express (AXP) stake by 20% in Q2 2026, selling an estimated $148K and leaving 1,800 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #289.

Retirement Planning Group (Kansas) first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $707K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,800 shares of American Express worth $609K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 461 American Express shares in Q2 2026, an estimated $148K.
  • American Express made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #289 holding.
  • Retirement Planning Group (Kansas) first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Retirement Planning Group (Kansas)'s American Express position peaked at $707K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.