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 Q2	$2.01M	Buy	5,952 +395	+7%	+$126K	0.38%	57
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

3Chopt Investment Partners's AXP Position: Q2 2026 in Review

3Chopt Investment Partners increased its American Express (AXP) stake by 7.1% in Q2 2026, buying an estimated $126K and bringing the position to 5,952 shares worth $2.01M. 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 11 quarters since. The position peaked at $2.07M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

3Chopt Investment Partners held 5,952 shares of American Express worth $2.01M as of Q2 2026.
3Chopt Investment Partners bought 395 American Express shares in Q2 2026, an estimated $126K.
American Express made up 0.38% of 3Chopt Investment Partners's portfolio in Q2 2026, its #57 holding.
3Chopt Investment Partners first reported a position in American Express in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's American Express position peaked at $2.07M in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.