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Strategic Planning Group’s American Express AXP Stock Holding History

Strategic Planning Group’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
-17,343
Closed -$6.42M – 73
2025
Q4 		$6.42M Buy
17,343
+991
+6% +$355K 0.83% 49
2025
Q3 		$5.43M Buy
16,352
+3,994
+32% +$1.27M 0.73% 53
2025
Q2 		$3.94M Buy
12,358
+622
+5% +$175K 0.64% 58
2025
Q1 		$3.16M Buy
11,736
+77
+0.7% +$22.8K 0.62% 61
2024
Q4 		$3.46M Buy
11,659
+297
+3% +$85.3K 0.64% 52
2024
Q3 		$3.08M Buy
11,362
+561
+5% +$140K 0.61% 58
2024
Q2 		$2.5M Buy
10,801
+875
+9% +$203K 0.55% 62
2024
Q1 		$2.26M Buy
9,926
+995
+11% +$206K 0.57% 60
2023
Q4 		$1.67M Buy
+8,931
New +$1.44M 0.56% 62

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

Strategic Planning Group's AXP Position: Q1 2026 in Review

Strategic Planning Group sold out of American Express (AXP) in Q1 2026, closing a stake of 17,343 shares — an estimated $6.42M sold.

Strategic Planning Group first reported a position in AXP in Q4 2023 and held it in 9 quarters. The position peaked at $6.42M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Strategic Planning Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 17,343 American Express shares in Q1 2026, an estimated $6.42M.
  • Strategic Planning Group first reported a position in American Express in Q4 2023 and held it in 9 quarters.
  • Strategic Planning Group's American Express position peaked at $6.42M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.