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WealthPlan Investment Management’s American Express AXP Stock Holding History

WealthPlan Investment 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
Q2 		$572K Sell
1,692
-5,204
-75% -$1.67M 0.03% 298
2026
Q1 		$2.09M Buy
6,896
+3,119
+83% +$1.05M 0.12% 151
2025
Q4 		$1.4M Buy
+3,777
New +$1.35M 0.09% 170
2023
Q3 		– Sell
-35
Closed -$6.1K – 173
2023
Q2 		$6.1K Hold
35
– – ﹤0.01% 291
2023
Q1 		$5.77K Buy
+35
New +$5.81K ﹤0.01% 356

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthPlan Investment Management's AXP Position: Q2 2026 in Review

WealthPlan Investment Management reduced its American Express (AXP) stake by 75% in Q2 2026, selling an estimated $1.67M and leaving 1,692 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #298.

WealthPlan Investment Management first reported a position in AXP in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.09M in Q1 2026. 1,142 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • WealthPlan Investment Management held 1,692 shares of American Express worth $572K as of Q2 2026.
  • WealthPlan Investment Management sold 5,204 American Express shares in Q2 2026, an estimated $1.67M.
  • American Express made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #298 holding.
  • WealthPlan Investment Management first reported a position in American Express in Q1 2023 and has held it in 5 quarters since.
  • WealthPlan Investment Management's American Express position peaked at $2.09M in Q1 2026.
  • 1,142 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.