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Abacus Planning Group, Inc.

SEC CIK
0001602730
Latest filing
Jul 20, 2026

AXP holding history

American Express Co in every 13F filed by Abacus Planning Group, Inc., 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)
1,128
Value
$381.5K
% of portfolio
<0.1%
Quarters held
18
Since Q2 2021
Holdings of AXP by Abacus Planning Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,128$381.5K<0.1%+55+5.1%AddedHolders
Q1 20261,073$324.6K<0.1%−134−11.1%ReducedHolders
Q4 20251,207$446.5K0.1%+26+2.2%AddedHolders
Q3 20251,181$392.3K0.1%−16−1.3%ReducedHolders
Q2 20251,197$381.8K0.1%+129+12.1%AddedHolders
Q1 20251,068$287.3K0.1%+2+0.2%AddedHolders
Q4 20241,066$316.4K0.1%00.0%UnchangedHolders
Q3 20241,066$289.1K0.1%+89+9.1%AddedHolders
Q2 2024977$226.2K<0.1%−266−21.4%ReducedHolders
Q1 20241,243$283.0K0.1%+29+2.4%AddedHolders
Q4 20231,214$227.4K<0.1%+1,214NewHolders
Q3 20230$00.0%−1,214−100.0%Sold outHolders
Q2 20231,214$211.5K0.1%00.0%UnchangedHolders
Q1 20231,214$200.2K0.1%+1,214NewHolders
Q3 20220$00.0%−1,673−100.0%Sold outHolders
Q2 20221,673$232.0K0.1%00.0%UnchangedHolders
Q1 20221,673$313.0K0.1%−9−0.5%ReducedHolders
Q4 20211,682$275.0K0.1%+199+13.4%AddedHolders
Q3 20211,483$248.0K0.1%00.0%UnchangedHolders
Q2 20211,483$245.0K0.1%+1,483NewHolders