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Creative Planning AXP Position History
American Express Company • Financial Services
Quarters held
10
Latest value
$101.4M
Q3 2026
Peak value
$101.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $71.3M |
| Q3 2025 | $1.3M |
| Q4 2025 | $83.2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $71.7M |
| Q2 2026 | $1.5M |
| Q2 2026 | $92.6M |
| Q3 2026 | $882K |
| Q3 2026 | $101.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $101.4M | 333.6K | — | — |
| Q3 2026 | $882K | 2.9K | — | — |
| Q2 2026 | $92.6M | 273.9K | — | — |
| Q2 2026 | $1.5M | 4.5K | — | — |
| Q1 2026 | $71.7M | 237.1K | — | — |
| Q1 2026 | $1.2M | 4.1K | — | — |
| Q4 2025 | $1.6M | 4.2K | — | — |
| Q4 2025 | $83.2M | 224.9K | — | — |
| Q3 2025 | $1.3M | 3.8K | — | — |
| Q3 2025 | $71.3M | 214.6K | — | — |
Other funds holding AXP
$55.1B
$50.4B
$49.5B
$47.5B
$45.1B
$44.2B
$40.4B
$40.1B