Silverlake Wealth Management
AXP icon

Silverlake Wealth Management’s American Express AXP Stock Holding History

Silverlake Wealth 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 		$497K Hold
1,634
– – 0.09% 226
2026
Q2 		$553K Buy
1,634
+41
+3% +$13.1K 0.1% 216
2026
Q1 		$482K Sell
1,593
-24
-1% -$8.05K 0.1% 216
2025
Q4 		$598K Sell
1,617
-14
-0.9% -$5.01K 0.13% 174
2025
Q3 		$542K Sell
1,631
-126
-7% -$40.1K 0.13% 173
2025
Q2 		$560K Buy
1,757
+503
+40% +$142K 0.16% 150
2025
Q1 		$337K Sell
1,254
-2
-0.2% -$591 0.13% 173
2024
Q4 		$373K Sell
1,256
-553
-31% -$159K 0.14% 165
2024
Q3 		$491K Hold
1,809
– – 0.19% 130
2024
Q2 		$419K Sell
1,809
-420
-19% -$97.3K 0.17% 149
2024
Q1 		$508K Buy
2,229
+100
+5% +$20.7K 0.26% 97
2023
Q4 		$399K Sell
2,129
-13
-0.6% -$2.09K 0.22% 126
2023
Q3 		$320K Hold
2,142
– – 0.18% 151
2023
Q2 		$373K Hold
2,142
– – 0.21% 129
2023
Q1 		$353K Sell
2,142
-115
-5% -$19.1K 0.21% 127
2022
Q4 		$334K Buy
2,257
+77
+4% +$11.4K 0.21% 128
2022
Q3 		$294K Sell
2,180
-200
-8% -$30.3K 0.2% 134
2022
Q2 		$330K Buy
2,380
+250
+12% +$41.3K 0.22% 122
2022
Q1 		$398K Hold
2,130
– – 0.23% 122
2021
Q4 		$348K Buy
+2,130
New +$363K 0.19% 135

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Silverlake Wealth Management's AXP Position: Q3 2026 in Review

Silverlake Wealth Management held its American Express (AXP) position steady in Q3 2026 at 1,634 shares worth $497K. The position accounts for 0.09% of the portfolio, ranked #226.

Silverlake Wealth Management first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $598K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Silverlake Wealth Management held 1,634 shares of American Express worth $497K as of Q3 2026.
  • Silverlake Wealth Management left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.09% of Silverlake Wealth Management's portfolio in Q3 2026, its #226 holding.
  • Silverlake Wealth Management first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's American Express position peaked at $598K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.