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 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 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 Wealth's AXP Position: Q1 2026 in Review

Atlas Wealth reduced its American Express (AXP) stake by 7% in Q1 2026, selling an estimated $21.8K and leaving 869 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #97.

Atlas Wealth first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Atlas Wealth held 869 shares of American Express worth $263K as of Q1 2026.
Atlas Wealth sold 65 American Express shares in Q1 2026, an estimated $21.8K.
American Express made up 0.08% of Atlas Wealth's portfolio in Q1 2026, its #97 holding.
Atlas Wealth first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
Atlas Wealth's American Express position peaked at $346K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.