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Atria Wealth Solutions’s American Express AXP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$7.98M Sell
24,890
-14,410
-37% -$4.06M 0.18% 129
2025
Q1 		$10.6M Sell
39,300
-2,763
-7% -$817K 0.13% 172
2024
Q4 		$12.5M Buy
42,063
+1,747
+4% +$502K 0.14% 156
2024
Q3 		$10.9M Sell
40,316
-3,501
-8% -$872K 0.12% 179
2024
Q2 		$10.1M Sell
43,817
-10,756
-20% -$2.49M 0.11% 187
2024
Q1 		$12.4M Buy
54,573
+3,361
+7% +$697K 0.14% 157
2023
Q4 		$9.59M Buy
51,212
+53
+0.1% +$8.53K 0.12% 173
2023
Q3 		$7.63M Buy
51,159
+4,573
+10% +$748K 0.11% 194
2023
Q2 		$8.12M Buy
46,586
+857
+2% +$138K 0.11% 182
2023
Q1 		$7.54M Buy
45,729
+3,952
+9% +$656K 0.11% 180
2022
Q4 		$6.17M Buy
41,777
+2,585
+7% +$383K 0.1% 218
2022
Q3 		$5.29M Sell
39,192
-6,079
-13% -$920K 0.09% 223
2022
Q2 		$5.73M Buy
45,271
+26,993
+148% +$4.46M 0.11% 205
2022
Q1 		$3.42M Buy
+18,278
New +$3.3M 0.06% 331

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's AXP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its American Express (AXP) stake by 37% in Q2 2025, selling an estimated $4.06M and leaving 24,890 shares worth $7.98M. The position accounts for 0.18% of the portfolio, ranked #129.

Atria Wealth Solutions first reported a position in AXP in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q4 2024. 2,716 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Atria Wealth Solutions held 24,890 shares of American Express worth $7.98M as of Q2 2025.
  • Atria Wealth Solutions sold 14,410 American Express shares in Q2 2025, an estimated $4.06M.
  • American Express made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #129 holding.
  • Atria Wealth Solutions first reported a position in American Express in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's American Express position peaked at $12.5M in Q4 2024.
  • 2,716 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.