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Capital Planning LLC

SEC CIK
0001790688
Latest filing
Jul 22, 2026

AXP holding history

American Express Co in every 13F filed by Capital Planning LLC, 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)
600
Value
$202.9K
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of AXP by Capital Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026600$202.9K0.1%+600NewHolders
Q1 20260$00.0%−600−100.0%Sold outHolders
Q4 2025600$224.1K0.1%+600NewHolders
Q1 20250$00.0%−718−100.0%Sold outHolders
Q4 2024718$213.1K0.1%+718NewHolders