Silverberg Bernstein Capital Management’s American Express AXP Stock Holding History

Silverberg Bernstein Capital Management’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	–	Sell	-2,645	Closed	-$895K	–	64
2026 Q2	$895K	Hold	2,645	–	–	0.34%	41
2026 Q1	$800K	Hold	2,645	–	–	0.44%	41
2025 Q4	$979K	Hold	2,645	–	–	0.57%	39
2025 Q3	$879K	Buy	2,645 +845	+47%	+$269K	0.53%	41
2025 Q2	$574K	Buy	+1,800	New	+$507K	0.39%	42

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Silverberg Bernstein Capital Management's AXP Position: Q3 2026 in Review

Silverberg Bernstein Capital Management sold out of American Express (AXP) in Q3 2026, closing a stake of 2,645 shares — an estimated $895K sold.

Silverberg Bernstein Capital Management first reported a position in AXP in Q2 2025 and held it in 5 quarters. The position peaked at $979K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Silverberg Bernstein Capital Management reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
Silverberg Bernstein Capital Management sold 2,645 American Express shares in Q3 2026, an estimated $895K.
Silverberg Bernstein Capital Management first reported a position in American Express in Q2 2025 and held it in 5 quarters.
Silverberg Bernstein Capital Management's American Express position peaked at $979K in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Silverberg Bernstein Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.