Silver Lake Advisory’s American Express AXP Stock Holding History

Silver Lake Advisory’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	$608K	Buy	2,010 +3	+0.1%	+$1.01K	0.24%	75
2025 Q4	$743K	Sell	2,007 -97	-5%	-$34.7K	0.29%	68
2025 Q3	$699K	Buy	2,104 +3	+0.1%	+$954	0.28%	67
2025 Q2	$670K	Sell	2,101 -187	-8%	-$52.6K	0.29%	69
2025 Q1	$616K	Buy	2,288 +3	+0.1%	+$887	0.27%	69
2024 Q4	$678K	Sell	2,285 -37	-2%	-$10.6K	0.3%	65
2024 Q3	$630K	Buy	2,322 +3	+0.1%	+$747	0.26%	70
2024 Q2	$537K	Buy	2,319 +4	+0.2%	+$926	0.24%	68
2024 Q1	$527K	Buy	+2,315	New	+$480K	0.23%	68
2023 Q3	–	Sell	-2,529	Closed	-$441K	–	59
2023 Q2	$441K	Sell	2,529 -73	-3%	-$11.8K	0.24%	67
2023 Q1	$429K	Buy	+2,602	New	+$432K	0.24%	65
2022 Q4	–	Sell	-2,597	Closed	-$350K	–	62
2022 Q3	$350K	Buy	2,597 +3	+0.1%	+$454	0.2%	75
2022 Q2	$360K	Buy	2,594 +2	+0.1%	+$330	0.2%	77
2022 Q1	$485K	Buy	2,592 +2	+0.1%	+$361	0.23%	73
2021 Q4	$424K	Buy	2,590 +2	+0.1%	+$341	0.2%	86
2021 Q3	$434K	Buy	2,588 +77	+3%	+$12.9K	0.21%	79
2021 Q2	$425K	Buy	2,511 +2	+0.1%	+$313	0.2%	80
2021 Q1	$355K	Buy	2,509 +2	+0.1%	+$264	0.18%	80
2020 Q4	$303K	Buy	2,507 +3	+0.1%	+$332	0.17%	81
2020 Q3	$251K	Buy	2,504 +3	+0.1%	+$295	0.15%	81
2020 Q2	$238K	Buy	2,501 +4	+0.2%	+$368	0.15%	79
2020 Q1	$214K	Sell	2,497 -36	-1%	-$4.19K	0.16%	80
2019 Q4	$315K	Buy	2,533 +3	+0.1%	+$359	0.19%	69
2019 Q3	$299K	Buy	2,530 +2	+0.1%	+$245	0.19%	70
2019 Q2	$312K	Buy	2,528 +3	+0.1%	+$352	0.21%	71
2019 Q1	$276K	Buy	2,525 +4	+0.2%	+$420	0.19%	74
2018 Q4	$240K	Buy	2,521 +4	+0.2%	+$419	0.18%	78
2018 Q3	$268K	Buy	2,517 +22	+0.9%	+$2.29K	0.16%	82
2018 Q2	$210K	Sell	2,495 -13	-0.5%	-$1.28K	0.17%	73
2018 Q1	$234K	Buy	2,508 +4	+0.2%	+$387	0.17%	78
2017 Q4	$249K	Buy	2,504 +4	+0.2%	+$381	0.18%	76
2017 Q3	$226K	Buy	2,500 +5	+0.2%	+$430	0.17%	77
2017 Q2	$210K	Buy	+2,495	New	+$197K	0.16%	79
2015 Q1	–	Sell	-2,204	Closed	-$205K	–	74
2014 Q4	$205K	Sell	2,204 -19	-0.9%	-$1.7K	0.17%	72
2014 Q3	$195K	Buy	2,223 +4	+0.2%	+$360	0.16%	76
2014 Q2	$207K	Sell	2,219 -115	-5%	-$10.4K	0.17%	76
2014 Q1	$210K	Sell	2,334 -114	-5%	-$10.2K	0.19%	67
2013 Q4	$222K	Buy	+2,448	New	+$201K	0.19%	71

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Silver Lake Advisory's AXP Position: Q1 2026 in Review

Silver Lake Advisory increased its American Express (AXP) stake by 0.15% in Q1 2026, buying an estimated $1.01K and bringing the position to 2,010 shares worth $608K. The position accounts for 0.24% of the portfolio, ranked #75.

Silver Lake Advisory first reported a position in AXP in Q4 2013 and has held it in 38 quarters since. The position peaked at $743K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Silver Lake Advisory held 2,010 shares of American Express worth $608K as of Q1 2026.
Silver Lake Advisory bought 3 American Express shares in Q1 2026, an estimated $1.01K.
American Express made up 0.24% of Silver Lake Advisory's portfolio in Q1 2026, its #75 holding.
Silver Lake Advisory first reported a position in American Express in Q4 2013 and has held it in 38 quarters since.
Silver Lake Advisory's American Express position peaked at $743K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.