Atlas Private Wealth Advisors’s American Express AXP Stock Holding History

Atlas Private Wealth 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 Q1	$404K	Sell	1,335 -61	-4%	-$20.5K	0.1%	94
2025 Q4	$516K	Buy	1,396 +1	+0.1%	+$358	0.12%	80
2025 Q3	$463K	Sell	1,395 -1,392	-50%	-$443K	0.11%	86
2025 Q2	$889K	Buy	2,787 +47	+2%	+$13.2K	0.11%	87
2025 Q1	$737K	Buy	2,740 +75	+3%	+$22.2K	0.1%	91
2024 Q4	$791K	Buy	2,665 +4	+0.2%	+$1.15K	0.11%	83
2024 Q3	$722K	Sell	2,661 -360	-12%	-$89.6K	0.1%	81
2024 Q2	$700K	Buy	3,021 +1,483	+96%	+$343K	0.11%	79
2024 Q1	$350K	Sell	1,538 -1,184	-43%	-$246K	0.12%	77
2023 Q4	$510K	Buy	2,722 +72	+3%	+$11.6K	0.09%	80
2023 Q3	$395K	Buy	2,650 +1,004	+61%	+$164K	0.07%	123
2023 Q2	$287K	Buy	+1,646	New	+$266K	0.06%	152
2021 Q4	–	Sell	-1,063	Closed	-$178K	–	197
2021 Q3	$178K	Sell	1,063 -20	-2%	-$3.34K	0.09%	137
2021 Q2	$179K	Buy	1,083 +65	+6%	+$10.2K	0.1%	122
2021 Q1	$144K	Sell	1,018 -5,780	-85%	-$764K	0.08%	128
2020 Q4	$822K	Buy	6,798 +6,266	+1,178%	+$694K	0.55%	37
2020 Q3	$53K	Buy	532 +2	+0.4%	+$197	0.04%	197
2020 Q2	$50K	Buy	+530	New	+$48.8K	0.04%	202

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Private Wealth Advisors's AXP Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its American Express (AXP) stake by 4.4% in Q1 2026, selling an estimated $20.5K and leaving 1,335 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #94.

Atlas Private Wealth Advisors first reported a position in AXP in Q2 2020 and has held it in 18 quarters since. The position peaked at $889K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Atlas Private Wealth Advisors held 1,335 shares of American Express worth $404K as of Q1 2026.
Atlas Private Wealth Advisors sold 61 American Express shares in Q1 2026, an estimated $20.5K.
American Express made up 0.1% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #94 holding.
Atlas Private Wealth Advisors first reported a position in American Express in Q2 2020 and has held it in 18 quarters since.
Atlas Private Wealth Advisors's American Express position peaked at $889K in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.