3Chopt Investment Partners’s American Express AXP Stock Holding History

3Chopt Investment Partners’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	$1.68M	Sell	5,557 -33	-0.6%	-$11.1K	0.38%	57
2025 Q4	$2.07M	Sell	5,590 -108	-2%	-$38.6K	0.46%	52
2025 Q3	$1.89M	Sell	5,698 -386	-6%	-$123K	0.43%	56
2025 Q2	$1.94M	Sell	6,084 -407	-6%	-$115K	0.47%	54
2025 Q1	$1.75M	Buy	+6,491	New	+$1.92M	0.46%	58
2024 Q3	–	Sell	-4,753	Closed	-$1.1M	–	81
2024 Q2	$1.1M	Buy	+4,753	New	+$1.1M	0.34%	71
2024 Q1	–	Sell	-4,544	Closed	-$851K	–	78
2023 Q4	$851K	Buy	+4,544	New	+$731K	0.31%	82
2023 Q3	–	Sell	-4,227	Closed	-$736K	–	67
2023 Q2	$736K	Sell	4,227 -200	-5%	-$32.3K	0.37%	70
2023 Q1	$730K	Buy	4,427 +175	+4%	+$29K	0.39%	72
2022 Q4	$628K	Buy	+4,252	New	+$630K	0.34%	71

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

3Chopt Investment Partners's AXP Position: Q1 2026 in Review

3Chopt Investment Partners reduced its American Express (AXP) stake by 0.59% in Q1 2026, selling an estimated $11.1K and leaving 5,557 shares worth $1.68M. The position accounts for 0.38% of the portfolio, ranked #57.

3Chopt Investment Partners first reported a position in AXP in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

3Chopt Investment Partners held 5,557 shares of American Express worth $1.68M as of Q1 2026.
3Chopt Investment Partners sold 33 American Express shares in Q1 2026, an estimated $11.1K.
American Express made up 0.38% of 3Chopt Investment Partners's portfolio in Q1 2026, its #57 holding.
3Chopt Investment Partners first reported a position in American Express in Q4 2022 and has held it in 10 quarters since.
3Chopt Investment Partners's American Express position peaked at $2.07M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.