Back to AXP
CFC Planning Co LLC AXP Position History
American Express Company • Financial Services
Quarters held
5
Latest value
$4.9M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.1M |
| Q4 2025 | $6.5M |
| Q1 2026 | $5.2M |
| Q2 2026 | $5.5M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 16.2K | — | — |
| Q2 2026 | $5.5M | 16.4K | — | — |
| Q1 2026 | $5.2M | 17.1K | — | — |
| Q4 2025 | $6.5M | 17.5K | — | — |
| Q3 2025 | $6.1M | 18.3K | — | — |
Other funds holding AXP
$55.1B
$50.4B
$49.5B
$47.5B
$45.1B
$44.2B
$40.4B
$40.1B