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Silver Grove Financial Group’s American Express AXP Stock Holding History

Silver Grove Financial Group’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 		$274K Buy
810
+21
+3% +$6.72K 0.15% 118
2026
Q1 		$239K Buy
+789
New +$265K 0.19% 103
2025
Q4 		– Sell
-755
Closed -$251K – 134
2025
Q3 		$251K Buy
+755
New +$240K 0.24% 97

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Silver Grove Financial Group's AXP Position: Q2 2026 in Review

Silver Grove Financial Group increased its American Express (AXP) stake by 2.7% in Q2 2026, buying an estimated $6.72K and bringing the position to 810 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #118.

Silver Grove Financial Group first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Silver Grove Financial Group held 810 shares of American Express worth $274K as of Q2 2026.
  • Silver Grove Financial Group bought 21 American Express shares in Q2 2026, an estimated $6.72K.
  • American Express made up 0.15% of Silver Grove Financial Group's portfolio in Q2 2026, its #118 holding.
  • Silver Grove Financial Group first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.