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 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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XY Planning Network's AXP Position: Q2 2026 in Review

XY Planning Network increased its American Express (AXP) stake by 10% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,099 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #252.

XY Planning Network first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

XY Planning Network held 1,099 shares of American Express worth $372K as of Q2 2026.
XY Planning Network bought 101 American Express shares in Q2 2026, an estimated $32.3K.
American Express made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #252 holding.
XY Planning Network first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.