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Atlas Wealth’s American Express AXP Stock Holding History

Atlas 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
Q2 		$272K Sell
804
-65
-7% -$20.8K 0.04% 149
2026
Q1 		$263K Sell
869
-65
-7% -$21.8K 0.08% 97
2025
Q4 		$346K Hold
934
– – 0.1% 83
2025
Q3 		$310K Hold
934
– – 0.1% 86
2025
Q2 		$301K Buy
+934
New +$263K 0.11% 88

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 $3.38T AUM 44.17% 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 Wealth's AXP Position: Q2 2026 in Review

Atlas Wealth reduced its American Express (AXP) stake by 7.5% in Q2 2026, selling an estimated $20.8K and leaving 804 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #149.

Atlas Wealth first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Atlas Wealth held 804 shares of American Express worth $272K as of Q2 2026.
  • Atlas Wealth sold 65 American Express shares in Q2 2026, an estimated $20.8K.
  • American Express made up 0.04% of Atlas Wealth's portfolio in Q2 2026, its #149 holding.
  • Atlas Wealth first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Atlas Wealth's American Express position peaked at $346K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.