Spartan Planning & Wealth Management’s American Express AXP Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-967	Closed	-$358K	–	71
2025 Q4	$358K	Buy	967 +33	+4%	+$11.8K	0.26%	50
2025 Q3	$310K	Sell	934 -274	-23%	-$87.2K	0.24%	63
2025 Q2	$385K	Buy	+1,208	New	+$340K	0.33%	52
2025 Q1	–	Sell	-1,058	Closed	-$314K	–	67
2024 Q4	$314K	Buy	+1,058	New	+$304K	0.29%	52
2023 Q4	$215K	Buy	+1,147	New	+$185K	0.23%	54
2022 Q4	$1.18K	Buy	+8	New	+$1.19K	﹤0.01%	131
2022 Q2	–	Sell	-3,167	Closed	-$592K	–	95
2022 Q1	$592K	Buy	+3,167	New	+$572K	0.74%	23

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Spartan Planning & Wealth Management's AXP Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 967 shares — an estimated $358K sold.

Spartan Planning & Wealth Management first reported a position in AXP in Q1 2022 and held it in 7 quarters. The position peaked at $592K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 967 American Express shares in Q1 2026, an estimated $358K.
Spartan Planning & Wealth Management first reported a position in American Express in Q1 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's American Express position peaked at $592K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.