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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AXP holding history

American Express Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
278,355
Value
$94.2M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026278,355$94.2M0.1%+37,125+15.4%AddedHolders
Q1 2026241,230$73.0M<0.1%+12,085+5.3%AddedHolders
Q4 2025229,145$84.8M0.1%+10,777+4.9%AddedHolders
Q3 2025218,368$72.5M0.1%+28,026+14.7%AddedHolders
Q2 2025190,342$60.7M0.1%+6,807+3.7%AddedHolders
Q1 2025183,535$49.4M<0.1%+13,022+7.6%AddedHolders
Q4 2024170,513$50.6M<0.1%+9,482+5.9%AddedHolders
Q3 2024161,031$43.7M<0.1%+7,328+4.8%AddedHolders
Q2 2024153,703$35.6M<0.1%+8,228+5.7%AddedHolders
Q1 2024145,475$33.1M<0.1%+7,215+5.2%AddedHolders
Q4 2023138,260$25.9M<0.1%+9,410+7.3%AddedHolders
Q3 2023128,850$19.2M<0.1%+5,460+4.4%AddedHolders
Q2 2023123,390$21.5M<0.1%+6,635+5.7%AddedHolders
Q1 2023116,755$19.3M<0.1%+3,274+2.9%AddedHolders
Q4 2022113,481$16.8M<0.1%+3,935+3.6%AddedHolders
Q3 2022109,546$14.8M<0.1%+2,901+2.7%AddedHolders
Q2 2022106,645$14.8M<0.1%+12,310+13.0%AddedHolders
Q1 202294,335$17.6M<0.1%+6,019+6.8%AddedHolders
Q4 202188,316$14.4M<0.1%−7,307−7.6%ReducedHolders
Q3 202195,623$16.0M<0.1%+1,317+1.4%AddedHolders
Q2 202194,306$15.6M<0.1%+6,801+7.8%AddedHolders
Q1 202187,505$12.4M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.