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Atomi Financial Group’s American Express AXP Stock Holding History

Atomi Financial Group’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 		$3.81M Buy
11,276
+602
+6% +$193K 0.1% 157
2026
Q1 		$3.23M Buy
10,674
+832
+8% +$279K 0.1% 163
2025
Q4 		$3.64M Buy
9,842
+1,190
+14% +$426K 0.11% 150
2025
Q3 		$2.87M Buy
8,652
+2,015
+30% +$641K 0.09% 157
2025
Q2 		$2.12M Buy
6,637
+1,486
+29% +$418K 0.08% 180
2025
Q1 		$1.39M Sell
5,151
-284
-5% -$83.9K 0.06% 225
2024
Q4 		$1.61M Buy
5,435
+846
+18% +$243K 0.08% 179
2024
Q3 		$1.24M Buy
4,589
+287
+7% +$71.5K 0.08% 201
2024
Q2 		$996K Buy
4,302
+1,110
+35% +$257K 0.07% 210
2024
Q1 		$727K Buy
3,192
+462
+17% +$95.8K 0.07% 242
2023
Q4 		$512K Buy
2,730
+912
+50% +$147K 0.07% 265
2023
Q3 		$271K Buy
1,818
+489
+37% +$80K 0.09% 257
2023
Q2 		$232K Buy
+1,329
New +$214K 0.11% 223

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

Atomi Financial Group's AXP Position: Q2 2026 in Review

Atomi Financial Group increased its American Express (AXP) stake by 5.6% in Q2 2026, buying an estimated $193K and bringing the position to 11,276 shares worth $3.81M. The position accounts for 0.1% of the portfolio, ranked #157.

Atomi Financial Group first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Atomi Financial Group held 11,276 shares of American Express worth $3.81M as of Q2 2026.
  • Atomi Financial Group bought 602 American Express shares in Q2 2026, an estimated $193K.
  • American Express made up 0.1% of Atomi Financial Group's portfolio in Q2 2026, its #157 holding.
  • Atomi Financial Group first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.