Atwater Malick
AXP icon

Atwater Malick’s American Express AXP Stock Holding History

Atwater Malick’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 		$220K Sell
722
-79
-10% -$26.4K 0.05% 116
2026
Q2 		$271K Buy
801
+78
+11% +$25K 0.06% 103
2026
Q1 		$219K Hold
723
– – 0.06% 91
2025
Q4 		$267K Sell
723
-33
-4% -$11.8K 0.07% 74
2025
Q3 		$251K Buy
756
+14
+2% +$4.45K 0.07% 75
2025
Q2 		$237K Buy
+742
New +$209K 0.08% 76

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

Atwater Malick's AXP Position: Q3 2026 in Review

Atwater Malick reduced its American Express (AXP) stake by 9.9% in Q3 2026, selling an estimated $26.4K and leaving 722 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #116.

Atwater Malick first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $271K in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Atwater Malick held 722 shares of American Express worth $220K as of Q3 2026.
  • Atwater Malick sold 79 American Express shares in Q3 2026, an estimated $26.4K.
  • American Express made up 0.05% of Atwater Malick's portfolio in Q3 2026, its #116 holding.
  • Atwater Malick first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Atwater Malick's American Express position peaked at $271K in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.