WealthPLAN Partners’s American Express AXP Stock Holding History

WealthPLAN Partners’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	$310K	Buy	1,025 +128	+14%	+$42.9K	0.06%	191
2025 Q4	$332K	Buy	+897	New	+$321K	0.05%	227
2025 Q3	–	Sell	-880	Closed	-$281K	–	252
2025 Q2	$281K	Hold	880	–	–	0.05%	225
2025 Q1	$237K	Buy	+880	New	+$260K	0.03%	234
2023 Q3	–	Sell	-581	Closed	-$101K	–	369
2023 Q2	$101K	Sell	581 -100	-15%	-$16.1K	0.01%	398
2023 Q1	$112K	Buy	+681	New	+$113K	0.01%	402
2020 Q3	–	Sell	-2,697	Closed	-$271K	–	317
2020 Q2	$271K	Sell	2,697 -519	-16%	-$47.8K	0.03%	257
2020 Q1	$270K	Buy	+3,216	New	+$374K	0.04%	209
2017 Q2	–	Sell	-185	Closed	-$14.4K	–	198
2017 Q1	$14.4K	Buy	+185	New	+$14.5K	0.05%	218
2016 Q3	$112K	Sell	1,755 -1,893	-52%	-$122K	0.04%	219
2016 Q2	$112K	Buy	+3,648	New	+$231K	0.01%	573
2015 Q4	$22.8K	Buy	+744	New	+$54.1K	﹤0.01%	872
2015 Q2	$16K	Sell	208 -385	-65%	-$30.5K	0.01%	272
2015 Q1	$48K	Buy	+593	New	+$49.3K	0.02%	243

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

WealthPLAN Partners's AXP Position: Q1 2026 in Review

WealthPLAN Partners increased its American Express (AXP) stake by 14% in Q1 2026, buying an estimated $42.9K and bringing the position to 1,025 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #191.

WealthPLAN Partners first reported a position in AXP in Q1 2015 and has held it in 14 quarters since. The position peaked at $332K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

WealthPLAN Partners held 1,025 shares of American Express worth $310K as of Q1 2026.
WealthPLAN Partners bought 128 American Express shares in Q1 2026, an estimated $42.9K.
American Express made up 0.06% of WealthPLAN Partners's portfolio in Q1 2026, its #191 holding.
WealthPLAN Partners first reported a position in American Express in Q1 2015 and has held it in 14 quarters since.
WealthPLAN Partners's American Express position peaked at $332K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.