XY Planning Network
AXP icon

XY Planning Network’s American Express AXP Stock Holding History

XY Planning Network’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
Q3 		$345K Buy
1,135
+36
+3% +$12K 0.04% 299
2026
Q2 		$372K Buy
1,099
+101
+10% +$32.3K 0.05% 252
2026
Q1 		$301K Buy
998
+129
+15% +$43.3K 0.05% 235
2025
Q4 		$321K Buy
+869
New +$311K 0.06% 211

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

XY Planning Network's AXP Position: Q3 2026 in Review

XY Planning Network increased its American Express (AXP) stake by 3.3% in Q3 2026, buying an estimated $12K and bringing the position to 1,135 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #299.

XY Planning Network first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $372K in Q2 2026. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • XY Planning Network held 1,135 shares of American Express worth $345K as of Q3 2026.
  • XY Planning Network bought 36 American Express shares in Q3 2026, an estimated $12K.
  • American Express made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #299 holding.
  • XY Planning Network first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's American Express position peaked at $372K in Q2 2026.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.