Bay Colony Advisors’s American Express AXP Stock Holding History

Bay Colony Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Buy	708 +7	+1%	+$2.24K	0.03%	422
2026 Q1	$212K	Sell	701 -28	-4%	-$9.39K	0.03%	457
2025 Q4	$270K	Sell	729 -126	-15%	-$45.1K	0.03%	412
2025 Q3	$284K	Buy	855 +45	+6%	+$14.3K	0.03%	405
2025 Q2	$258K	Sell	810 -6	-0.7%	-$1.69K	0.04%	381
2025 Q1	$217K	Sell	816 -41	-5%	-$12.1K	0.03%	399
2024 Q4	$254K	Sell	857 -10	-1%	-$2.87K	0.04%	372
2024 Q3	$235K	Buy	+867	New	+$216K	0.04%	371
2023 Q3	–	Sell	-1,279	Closed	-$223K	–	351
2023 Q2	$223K	Hold	1,279	–	–	0.05%	292
2023 Q1	$208K	Buy	+1,279	New	+$212K	0.05%	300
2022 Q2	–	Sell	-1,486	Closed	-$278K	–	345
2022 Q1	$278K	Buy	1,486 +183	+14%	+$33K	0.07%	275
2021 Q4	$213K	Buy	+1,303	New	+$222K	0.06%	339

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Bay Colony Advisors's AXP Position: Q2 2026 in Review

Bay Colony Advisors increased its American Express (AXP) stake by 1% in Q2 2026, buying an estimated $2.24K and bringing the position to 708 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #422.

Bay Colony Advisors first reported a position in AXP in Q4 2021 and has held it in 12 quarters since. The position peaked at $284K in Q3 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Bay Colony Advisors held 708 shares of American Express worth $239K as of Q2 2026.
Bay Colony Advisors bought 7 American Express shares in Q2 2026, an estimated $2.24K.
American Express made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #422 holding.
Bay Colony Advisors first reported a position in American Express in Q4 2021 and has held it in 12 quarters since.
Bay Colony Advisors's American Express position peaked at $284K in Q3 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.