AXP — AMERICAN EXPRESS CO

Ownership history in PLANNING DIRECTIONS INC  ·  4 quarters on record

This page tracks every 13F SEC filing in which PLANNING DIRECTIONS INC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2024 Q3)
Avg. % of fund
0.13%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 610 -298 -32.8% 0.11% $202K $330.59
2024 Q3 ADDED 908 +1 +0.1% 0.15% $246K $267.02
2024 Q2 ADDED 907 +2 +0.2% 0.14% $210K $227.30
2024 Q1 INITIATED 905 — — 0.14% $206K —
% of Fund (quarterly)    AXP price (monthly, adj. close)

Other funds also holding AXP

As of 2025 Q4 — sorted by position size

BERKSHIRE HATHAWAY INC 3Y 7Y 20.46% Rothschild & Co Wealth Management UK Ltd 3Y 16.91% Aquamarine Zurich AG 3Y 16.3% LB Partners LLC 10.93% Colter Lewis Investment Partners LLC 10.26% CACTI ASSET MANAGEMENT LLC 3Y 7Y 8.85% MFF Capital Investments Ltd 8.82% Bretton Capital Management, LLC 7.15% GFI Investment Counsel Ltd. 3Y 7Y 6.92% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 6.89%
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