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

Walled Lake 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	-541	Closed	-$200K	–	138
2025 Q4	$200K	Buy	+541	New	+$194K	0.06%	131
2021 Q4	–	Sell	-860	Closed	-$144K	–	121
2021 Q3	$144K	Buy	860 +201	+31%	+$33.6K	0.09%	93
2021 Q2	$109K	Buy	659 +140	+27%	+$21.9K	0.07%	107
2021 Q1	$73K	Buy	519 +2	+0.4%	+$264	0.05%	129
2020 Q4	$63K	Buy	517 +1	+0.2%	+$111	0.05%	123
2020 Q3	$52K	Buy	516 +2	+0.4%	+$197	0.04%	120
2020 Q2	$49K	Buy	514 +2	+0.4%	+$184	0.04%	109
2020 Q1	$44K	Buy	512 +1	+0.2%	+$116	0.04%	106
2019 Q4	$64K	Buy	+511	New	+$61.1K	0.05%	105

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Walled Lake Planning & Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 541 shares — an estimated $200K sold.

Walled Lake Planning & Wealth Management first reported a position in AXP in Q4 2019 and held it in 9 quarters. The position peaked at $200K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Walled Lake Planning & Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 541 American Express shares in Q1 2026, an estimated $200K.
Walled Lake Planning & Wealth Management first reported a position in American Express in Q4 2019 and held it in 9 quarters.
Walled Lake Planning & Wealth Management's American Express position peaked at $200K in Q4 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.