APW
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Atlantic Private Wealth’s American Express AXP Stock Holding History

Atlantic Private Wealth’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 		$91K Sell
301
-2
-0.7% -$671 0.06% 95
2025
Q4 		$112K Buy
+303
New +$108K 0.07% 80

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

Atlantic Private Wealth's AXP Position: Q1 2026 in Review

Atlantic Private Wealth reduced its American Express (AXP) stake by 0.66% in Q1 2026, selling an estimated $671 and leaving 301 shares worth $91K. The position accounts for 0.06% of the portfolio, ranked #95.

Atlantic Private Wealth first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $112K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Atlantic Private Wealth held 301 shares of American Express worth $91K as of Q1 2026.
  • Atlantic Private Wealth sold 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.06% of Atlantic Private Wealth's portfolio in Q1 2026, its #95 holding.
  • Atlantic Private Wealth first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Atlantic Private Wealth's American Express position peaked at $112K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.