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Atlas Capital Advisors’s American Express AXP Stock Holding History

Atlas Capital Advisors’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 		$219K Buy
647
+268
+71% +$85.8K 0.02% 450
2026
Q1 		$115K Buy
379
+191
+102% +$64K 0.01% 504
2025
Q4 		$69.5K Buy
+188
New +$67.3K 0.01% 582
2025
Q2 		$57.7K Sell
181
-22
-11% -$6.19K 0.01% 607
2025
Q1 		$54.6K Buy
203
+10
+5% +$2.96K 0.01% 621
2024
Q4 		$57.3K Sell
193
-73
-27% -$21K 0.01% 588
2024
Q3 		$72.1K Buy
266
+32
+14% +$7.97K 0.01% 529
2024
Q2 		$54.2K Sell
234
-52
-18% -$12K 0.01% 582
2024
Q1 		$65.1K Buy
286
+52
+22% +$10.8K 0.01% 536
2023
Q4 		$43.8K Hold
234
– – 0.01% 607
2023
Q3 		$34.9K Hold
234
– – 0.01% 581
2023
Q2 		$40.8K Hold
234
– – 0.01% 593
2023
Q1 		$38.6K Hold
234
– – 0.01% 600
2022
Q4 		$34.6K Hold
234
– – 0.01% 598
2022
Q3 		$31.6K Hold
234
– – 0.01% 595
2022
Q2 		$32.4K Sell
234
-9,093
-97% -$1.5M 0.01% 616
2022
Q1 		$1.74M Sell
9,327
-892
-9% -$161K 0.27% 83
2021
Q4 		$1.67M Buy
10,219
+10,171
+21,190% +$1.73M 0.25% 85
2021
Q3 		$8.04K Hold
48
– – ﹤0.01% 753
2021
Q2 		$7.93K Buy
+48
New +$7.52K ﹤0.01% 771
2020
Q2 		– Sell
-466
Closed -$39.9K – 668
2020
Q1 		$39.9K Sell
466
-229
-33% -$26.6K 0.01% 462
2019
Q4 		$86.5K Sell
695
-802
-54% -$95.9K 0.02% 411
2019
Q3 		$177K Sell
1,497
-315
-17% -$38.6K 0.05% 337
2019
Q2 		$224K Buy
1,812
+181
+11% +$21.3K 0.07% 275
2019
Q1 		$178K Sell
1,631
-609
-27% -$64K 0.06% 278
2018
Q4 		$214K Buy
2,240
+949
+74% +$99.3K 0.09% 249
2018
Q3 		$140K Hold
1,291
– – 0.05% 323
2018
Q2 		$131K Sell
1,291
-401
-24% -$39.4K 0.05% 314
2018
Q1 		$158K Buy
+1,692
New +$164K 0.05% 301

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atlas Capital Advisors's AXP Position: Q2 2026 in Review

Atlas Capital Advisors increased its American Express (AXP) stake by 71% in Q2 2026, buying an estimated $85.8K and bringing the position to 647 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #450.

Atlas Capital Advisors first reported a position in AXP in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.74M in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Atlas Capital Advisors held 647 shares of American Express worth $219K as of Q2 2026.
  • Atlas Capital Advisors bought 268 American Express shares in Q2 2026, an estimated $85.8K.
  • American Express made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #450 holding.
  • Atlas Capital Advisors first reported a position in American Express in Q1 2018 and has held it in 29 quarters since.
  • Atlas Capital Advisors's American Express position peaked at $1.74M in Q1 2022.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.