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Silver Oak Securities’s American Express AXP Stock Holding History

Silver Oak Securities’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 		$526K Buy
1,737
+25
+1% +$8.38K 0.04% 421
2025
Q4 		$639K Buy
1,712
+25
+1% +$8.95K 0.04% 393
2025
Q3 		$561K Buy
1,687
+69
+4% +$21.9K 0.04% 397
2025
Q2 		$516K Buy
1,618
+44
+3% +$12.4K 0.04% 399
2025
Q1 		$418K Buy
1,574
+150
+11% +$44.3K 0.04% 415
2024
Q4 		$423K Buy
1,424
+35
+3% +$10.1K 0.04% 421
2024
Q3 		$374K Buy
1,389
+31
+2% +$7.72K 0.04% 379
2024
Q2 		$314K Buy
1,358
+209
+18% +$48.4K 0.05% 282
2024
Q1 		$262K Sell
1,149
-1
-0.1% -$207 0.04% 319
2023
Q4 		$215K Buy
+1,150
New +$185K 0.03% 448
2022
Q2 		– Sell
-1,533
Closed -$282K – 282
2022
Q1 		$282K Buy
+1,533
New +$277K 0.06% 243

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

Silver Oak Securities's AXP Position: Q1 2026 in Review

Silver Oak Securities increased its American Express (AXP) stake by 1.5% in Q1 2026, buying an estimated $8.38K and bringing the position to 1,737 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #421.

Silver Oak Securities first reported a position in AXP in Q1 2022 and has held it in 11 quarters since. The position peaked at $639K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Silver Oak Securities held 1,737 shares of American Express worth $526K as of Q1 2026.
  • Silver Oak Securities bought 25 American Express shares in Q1 2026, an estimated $8.38K.
  • American Express made up 0.04% of Silver Oak Securities's portfolio in Q1 2026, its #421 holding.
  • Silver Oak Securities first reported a position in American Express in Q1 2022 and has held it in 11 quarters since.
  • Silver Oak Securities's American Express position peaked at $639K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.