Atlantic Private Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$102K Buy
302
+1
+0.3% +$320 0.06% 80
2026
Q1
$91K Sell
301
-2
-0.7% -$671 0.06% 95
2025
Q4
$112K Buy
+303
New +$108K 0.07% 80

Other funds holding AXP

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

Atlantic Private Wealth increased its American Express (AXP) stake by 0.33% in Q2 2026, buying an estimated $320 and bringing the position to 302 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #80.

Atlantic Private Wealth first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $112K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Atlantic Private Wealth held 302 shares of American Express worth $102K as of Q2 2026.
  • Atlantic Private Wealth bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.06% of Atlantic Private Wealth's portfolio in Q2 2026, its #80 holding.
  • Atlantic Private Wealth first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's American Express position peaked at $112K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.