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 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

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

Colton Groome Financial Advisors's AXP Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its American Express (AXP) stake by 53% in Q2 2026, buying an estimated $114K and bringing the position to 1,029 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #118.

Colton Groome Financial Advisors first reported a position in AXP in Q1 2022 and has held it in 12 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Colton Groome Financial Advisors held 1,029 shares of American Express worth $348K as of Q2 2026.
Colton Groome Financial Advisors bought 355 American Express shares in Q2 2026, an estimated $114K.
American Express made up 0.08% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #118 holding.
Colton Groome Financial Advisors first reported a position in American Express in Q1 2022 and has held it in 12 quarters since.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.