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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
Q3 		$611K Buy
2,008
+476
+31% +$159K 0.12% 127
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Chapin Davis's AXP Position: Q3 2026 in Review

Chapin Davis increased its American Express (AXP) stake by 31% in Q3 2026, buying an estimated $159K and bringing the position to 2,008 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #127.

Chapin Davis first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. The position peaked at $818K in Q4 2025. 113 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Chapin Davis held 2,008 shares of American Express worth $611K as of Q3 2026.
  • Chapin Davis bought 476 American Express shares in Q3 2026, an estimated $159K.
  • American Express made up 0.12% of Chapin Davis's portfolio in Q3 2026, its #127 holding.
  • Chapin Davis first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's American Express position peaked at $818K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.