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Colonial River Investments’s American Express AXP Stock Holding History

Colonial River Investments’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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Colonial River Investments's AXP Position: Q1 2026 in Review

Colonial River Investments sold out of American Express (AXP) in Q1 2026, closing a stake of 754 shares — an estimated $279K sold.

Colonial River Investments first reported a position in AXP in Q3 2024 and held it in 4 quarters. The position peaked at $717K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Colonial River Investments reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Colonial River Investments sold 754 American Express shares in Q1 2026, an estimated $279K.
  • Colonial River Investments first reported a position in American Express in Q3 2024 and held it in 4 quarters.
  • Colonial River Investments's American Express position peaked at $717K in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Colonial River Investments's 13F filing for Q1 2026, filed 27 Apr 2026.