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Athena Investment Management’s American Express AXP Stock Holding History

Athena Investment 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
Q1 		$566K Sell
1,871
-108
-5% -$36.2K 0.29% 82
2025
Q4 		$732K Sell
1,979
-332
-14% -$119K 0.38% 70
2025
Q3 		$768K Sell
2,311
-36
-2% -$11.5K 0.4% 60
2025
Q2 		$749K Sell
2,347
-6
-0.3% -$1.69K 0.42% 57
2025
Q1 		$633K Sell
2,353
-183
-7% -$54.1K 0.38% 60
2024
Q4 		$753K Sell
2,536
-91
-3% -$26.1K 0.44% 55
2024
Q3 		$712K Sell
2,627
-48
-2% -$12K 0.41% 63
2024
Q2 		$619K Sell
2,675
-25
-0.9% -$5.79K 0.38% 66
2024
Q1 		$615K Sell
2,700
-73
-3% -$15.1K 0.37% 69
2023
Q4 		$519K Hold
2,773
– – 0.34% 71
2023
Q3 		$414K Sell
2,773
-12
-0.4% -$1.96K 0.3% 82
2023
Q2 		$485K Sell
2,785
-30
-1% -$4.84K 0.33% 69
2023
Q1 		$464K Sell
2,815
-103
-4% -$17.1K 0.33% 70
2022
Q4 		$431K Buy
2,918
+91
+3% +$13.5K 0.32% 75
2022
Q3 		$381K Sell
2,827
-138
-5% -$20.9K 0.32% 78
2022
Q2 		$411K Buy
2,965
+1,000
+51% +$165K 0.32% 70
2022
Q1 		$370K Buy
+1,965
New +$355K 0.29% 75

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

Athena Investment Management's AXP Position: Q1 2026 in Review

Athena Investment Management reduced its American Express (AXP) stake by 5.5% in Q1 2026, selling an estimated $36.2K and leaving 1,871 shares worth $566K. The position accounts for 0.29% of the portfolio, ranked #82.

Athena Investment Management first reported a position in AXP in Q1 2022 and has held it in 17 quarters since. The position peaked at $768K in Q3 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Athena Investment Management held 1,871 shares of American Express worth $566K as of Q1 2026.
  • Athena Investment Management sold 108 American Express shares in Q1 2026, an estimated $36.2K.
  • American Express made up 0.29% of Athena Investment Management's portfolio in Q1 2026, its #82 holding.
  • Athena Investment Management first reported a position in American Express in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's American Express position peaked at $768K in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.