Atlantic Edge Private Wealth Management’s American Express AXP Stock Holding History

Atlantic Edge Private 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	$127K	Hold	374	–	–	0.03%	174
2026 Q1	$113K	Hold	374	–	–	0.03%	172
2025 Q4	$138K	Sell	374 -20	-5%	-$7.16K	0.03%	156
2025 Q3	$131K	Buy	394 +15	+4%	+$4.77K	0.03%	160
2025 Q2	$121K	Buy	379 +4	+1%	+$1.13K	0.03%	156
2025 Q1	$101K	Buy	375 +1	+0.3%	+$296	0.03%	162
2024 Q4	$111K	Hold	374	–	–	0.03%	160
2024 Q3	$102K	Hold	374	–	–	0.03%	162
2024 Q2	$86.6K	Hold	374	–	–	0.03%	165
2024 Q1	$85.2K	Buy	374 +49	+15%	+$10.2K	0.03%	159
2023 Q4	$60.9K	Buy	+325	New	+$52.3K	0.02%	174

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Atlantic Edge Private Wealth Management's AXP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its American Express (AXP) position steady in Q2 2026 at 374 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #174.

Atlantic Edge Private Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $138K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Atlantic Edge Private Wealth Management held 374 shares of American Express worth $127K as of Q2 2026.
Atlantic Edge Private Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #174 holding.
Atlantic Edge Private Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's American Express position peaked at $138K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.