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Chapin Davis’s American Express AXP Stock Holding History

Chapin Davis’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 		$518K Sell
1,532
-437
-22% -$140K 0.09% 144
2026
Q1 		$596K Sell
1,969
-243
-11% -$81.5K 0.13% 139
2025
Q4 		$818K Sell
2,212
-6
-0.3% -$2.15K 0.19% 105
2025
Q3 		$737K Buy
2,218
+1
+0% +$318 0.18% 111
2025
Q2 		$707K Sell
2,217
-12
-0.5% -$3.38K 0.2% 108
2025
Q1 		$600K Buy
2,229
+2
+0.1% +$591 0.2% 108
2024
Q4 		$604K Hold
2,227
– – 0.2% 113
2024
Q3 		$604K Sell
2,227
-12
-0.5% -$2.99K 0.2% 114
2024
Q2 		$518K Buy
2,239
+187
+9% +$43.3K 0.18% 126
2024
Q1 		$467K Buy
2,052
+126
+7% +$26.1K 0.17% 136
2023
Q4 		$361K Sell
1,926
-138
-7% -$22.2K 0.15% 140
2023
Q3 		$308K Buy
2,064
+60
+3% +$9.81K 0.15% 138
2023
Q2 		$349K Buy
2,004
+18
+0.9% +$2.9K 0.17% 137
2023
Q1 		$328K Sell
1,986
-131
-6% -$21.7K 0.17% 138
2022
Q4 		$313K Buy
+2,117
New +$314K 0.18% 132

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chapin Davis's AXP Position: Q2 2026 in Review

Chapin Davis reduced its American Express (AXP) stake by 22% in Q2 2026, selling an estimated $140K and leaving 1,532 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #144.

Chapin Davis first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $818K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chapin Davis held 1,532 shares of American Express worth $518K as of Q2 2026.
  • Chapin Davis sold 437 American Express shares in Q2 2026, an estimated $140K.
  • American Express made up 0.09% of Chapin Davis's portfolio in Q2 2026, its #144 holding.
  • Chapin Davis first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's American Express position peaked at $818K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.