Silicon Valley Capital Partners AXP AMERICAN EXPRESS CO

Ownership history in Silicon Valley Capital Partners  ·  13 quarters on record

AI Ownership Summary

Silicon Valley Capital Partners reported AMERICAN EXPRESS CO (AXP) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q1. The latest visible filing shows AXP at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Silicon Valley Capital Partners's position in AMERICAN EXPRESS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AXP was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Silicon Valley Capital Partners held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,950 -1,092 -2.8% 1.28% $14.0M 2026-02-14 (Est.) $336.44
2025 Q3 REDUCED 9.7% +13.3% 39,042 -4,175 -9.7% 1.22% $13.0M 2025-11-17 $339.42
2025 Q2 REDUCED 43,217 -1,398 -3.1% 1.44% $13.8M 2025-09-11 $326.73
2025 Q1 ADDED 44,615 +5,534 +14.2% 1.55% $11.8M 2025-05-28 $290.32
2024 Q4 REDUCED 39,081 -656 -1.7% 1.29% $11.6M 2025-01-29 $310.95
2024 Q3 ADDED 39,737 +2,663 +7.2% 1.27% $9.2M 2024-10-30 $269.71
2024 Q1 ADDED 37,074 +4,125 +12.5% 1.26% $8.4M 2024-04-29 $233.80
2023 Q4 REDUCED 32,949 -739 -2.2% 1.04% $6.2M 2024-02-14 $205.74
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Silicon Valley Capital Partners and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Silicon Valley Capital Partners reported owning AXP?

Silicon Valley Capital Partners reported AXP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in Silicon Valley Capital Partners's portfolio?

The largest reported portfolio weight for AXP was 1.55% in 2025 Q1.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when Silicon Valley Capital Partners reported 37,950 shares, equal to 1.28% of portfolio, with an estimated market value of $14.0M.

What does the chart on this AXP ownership page compare?

The chart compares Silicon Valley Capital Partners's quarterly AXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Silicon Valley Capital Partners time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, Silicon Valley Capital Partners correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on AXP relative to SPY over the holding period was +11.2%.

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