Silvia McColl Wealth Management’s American Express AXP Stock Holding History

Silvia McColl 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 Q2	$408K	Hold	1,207	–	–	0.25%	81
2026 Q1	$365K	Hold	1,207	–	–	0.24%	84
2025 Q4	$447K	Hold	1,207	–	–	0.3%	75
2025 Q3	$401K	Hold	1,207	–	–	0.27%	78
2025 Q2	$385K	Hold	1,207	–	–	0.28%	79
2025 Q1	$325K	Buy	1,207 +42	+4%	+$12.4K	0.25%	83
2024 Q4	$346K	Hold	1,165	–	–	0.26%	79
2024 Q3	$316K	Hold	1,165	–	–	0.24%	83
2024 Q2	$270K	Hold	1,165	–	–	0.22%	87
2024 Q1	$254K	Hold	1,165	–	–	0.22%	88
2023 Q4	$218K	Buy	+1,165	New	+$188K	0.2%	95
2023 Q3	–	Sell	-1,165	Closed	-$203K	–	100
2023 Q2	$203K	Buy	+1,165	New	+$188K	0.19%	101

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Silvia McColl Wealth Management's AXP Position: Q2 2026 in Review

Silvia McColl Wealth Management held its American Express (AXP) position steady in Q2 2026 at 1,207 shares worth $408K. The position accounts for 0.25% of the portfolio, ranked #81.

Silvia McColl Wealth Management first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $447K in Q4 2025. 596 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Silvia McColl Wealth Management held 1,207 shares of American Express worth $408K as of Q2 2026.
Silvia McColl Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.25% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #81 holding.
Silvia McColl Wealth Management first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
Silvia McColl Wealth Management's American Express position peaked at $447K in Q4 2025.
596 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.