Planning Strategies Inc.’s American Express AXP Stock Holding History

Planning Strategies Inc.’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	$10.5K	Buy	+31	New	+$9.93K	0.01%	315

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Planning Strategies Inc.'s AXP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in American Express (AXP) in Q2 2026: 31 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

1,221 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Planning Strategies Inc. held 31 shares of American Express worth $10.5K as of Q2 2026.
American Express was a new Planning Strategies Inc. position in Q2 2026.
American Express made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #315 holding.
1,221 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.