Colonial River Investments’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
+626
New +$200K 0.06% 240
2026
Q1
– Sell
-754
Closed -$279K – 230
2025
Q4
$279K Buy
754
+81
+12% +$29K 0.1% 191
2025
Q3
$224K Buy
+673
New +$214K 0.08% 220
2025
Q1
– Sell
-2,416
Closed -$717K – 212
2024
Q4
$717K Buy
2,416
+90
+4% +$25.9K 0.35% 72
2024
Q3
$631K Buy
+2,326
New +$579K 0.31% 78

Other funds holding AXP

Colonial River Investments's AXP Position: Q2 2026 in Review

Colonial River Investments opened a new position in American Express (AXP) in Q2 2026: 626 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #240 among its holdings. This is a return to the name: Colonial River Investments previously reported a position in AXP as recently as Q4 2025.

Colonial River Investments first reported a position in AXP in Q3 2024 and has held it in 5 quarters since. The position peaked at $717K in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Colonial River Investments held 626 shares of American Express worth $212K as of Q2 2026.
  • American Express was a new Colonial River Investments position in Q2 2026.
  • American Express made up 0.06% of Colonial River Investments's portfolio in Q2 2026, its #240 holding.
  • Colonial River Investments first reported a position in American Express in Q3 2024 and has held it in 5 quarters since.
  • Colonial River Investments's American Express position peaked at $717K in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.