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Colton Groome Financial Advisors’s American Express AXP Stock Holding History

Colton Groome Financial 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
Q3 		$313K Buy
1,030
+1
+0.1% +$334 0.07% 120
2026
Q2 		$348K Buy
1,029
+355
+53% +$114K 0.08% 118
2026
Q1 		$204K Sell
674
-11
-2% -$3.69K 0.06% 135
2025
Q4 		$253K Hold
685
– – 0.07% 124
2025
Q3 		$228K Buy
685
+49
+8% +$15.6K 0.07% 128
2025
Q2 		$203K Buy
+636
New +$179K 0.07% 133
2024
Q4 		– Sell
-986
Closed -$267K – 120
2024
Q3 		$267K Sell
986
-100
-9% -$24.9K 0.1% 109
2024
Q2 		$251K Hold
1,086
– – 0.1% 107
2024
Q1 		$247K Hold
1,086
– – 0.1% 102
2023
Q4 		$203K Buy
+1,086
New +$175K 0.09% 119
2022
Q4 		– Sell
-1,782
Closed -$240K – 123
2022
Q3 		$240K Hold
1,782
– – 0.12% 96
2022
Q2 		$247K Buy
1,782
+600
+51% +$99.1K 0.12% 89
2022
Q1 		$221K Buy
+1,182
New +$213K 0.1% 99

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Colton Groome Financial Advisors's AXP Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its American Express (AXP) stake by 0.1% in Q3 2026, buying an estimated $334 and bringing the position to 1,030 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #120.

Colton Groome Financial Advisors first reported a position in AXP in Q1 2022 and has held it in 13 quarters since. The position peaked at $348K in Q2 2026. 129 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Colton Groome Financial Advisors held 1,030 shares of American Express worth $313K as of Q3 2026.
  • Colton Groome Financial Advisors bought 1 American Express share in Q3 2026, an estimated $334.
  • American Express made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #120 holding.
  • Colton Groome Financial Advisors first reported a position in American Express in Q1 2022 and has held it in 13 quarters since.
  • Colton Groome Financial Advisors's American Express position peaked at $348K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.