SEC 13F Intelligence

Game Plan Financial Advisors, LLC / AXP

Game Plan Financial Advisors, LLC’s American Express Co Position

Does Game Plan Financial Advisors, LLC own American Express Co (AXP)? Yes — 11.4K shares worth $3M (+1.55% of its 13F portfolio) as of Q1 2026, down from 11.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
11.4K
% of Portfolio
+1.55%
Quarters Held
21
currently held

Position History AXP

Reported value by quarter
Q4 ’19: $573,000Q4 ’19Q1 ’20: $442,000Q2 ’20: $522,000Q4 ’20: $703,000Q4 ’20Q1 ’21: $957,000Q2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ1 ’24: $29,600Q1 ’24Q2 ’24: $2MQ3 ’24: $4MQ4 ’24: $6MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.4K$3M+1.55%
Q4 202511.4K$4M+1.69%
Q3 202511.4K$4M+1.57%
Q2 202511.9K$4M+1.66%
Q1 202513.3K$4M+1.74%
Q4 202419.0K$6M+2.67%
Q3 202416.2K$4M+2.12%
Q2 20247.9K$2M+0.91%
Q1 2024130$29,600+0.01%
Q4 20228.3K$1M+1.01%
Q3 20227.5K$1M+0.85%
Q2 20228.3K$1M+0.92%
Q1 20226.9K$1M+0.77%
Q4 20216.8K$1M+0.60%
Q3 20216.7K$1M+0.67%
Q2 20216.7K$1M+0.66%
Q1 20216.8K$957,000+0.62%
Q4 20205.8K$703,000+0.50%
Q2 20205.5K$522,000+0.75%
Q1 20205.2K$442,000+0.52%
Q4 20194.6K$573,000+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Game Plan Financial Advisors, LLC’s full portfolio or all institutional holders of AXP.