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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atomi Financial Group's AXP Position: Q1 2026 in Review

Atomi Financial Group increased its American Express (AXP) stake by 8.5% in Q1 2026, buying an estimated $279K and bringing the position to 10,674 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #163.

Atomi Financial Group first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Atomi Financial Group held 10,674 shares of American Express worth $3.23M as of Q1 2026.
  • Atomi Financial Group bought 832 American Express shares in Q1 2026, an estimated $279K.
  • American Express made up 0.1% of Atomi Financial Group's portfolio in Q1 2026, its #163 holding.
  • Atomi Financial Group first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's American Express position peaked at $3.64M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.