Atomi Financial Group
AXP icon

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
Q3 		$3.63M Buy
11,922
+646
+6% +$216K 0.09% 166
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Atomi Financial Group's AXP Position: Q3 2026 in Review

Atomi Financial Group increased its American Express (AXP) stake by 5.7% in Q3 2026, buying an estimated $216K and bringing the position to 11,922 shares worth $3.63M. The position accounts for 0.09% of the portfolio, ranked #166.

Atomi Financial Group first reported a position in AXP in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.81M in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Atomi Financial Group held 11,922 shares of American Express worth $3.63M as of Q3 2026.
  • Atomi Financial Group bought 646 American Express shares in Q3 2026, an estimated $216K.
  • American Express made up 0.09% of Atomi Financial Group's portfolio in Q3 2026, its #166 holding.
  • Atomi Financial Group first reported a position in American Express in Q2 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's American Express position peaked at $3.81M in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.