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Chapman Financial Group’s American Express AXP Stock Holding History

Chapman Financial Group’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 		$782K Sell
2,585
-318
-11% -$107K 0.56% 54
2025
Q4 		$1.07M Sell
2,903
-50
-2% -$17.9K 0.73% 37
2025
Q3 		$981K Hold
2,953
– – 0.68% 45
2025
Q2 		$942K Buy
+2,953
New +$831K 0.8% 44
2024
Q4 		$917K Buy
+3,090
New +$888K 0.73% 43

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Chapman Financial Group's AXP Position: Q1 2026 in Review

Chapman Financial Group reduced its American Express (AXP) stake by 11% in Q1 2026, selling an estimated $107K and leaving 2,585 shares worth $782K. The position accounts for 0.56% of the portfolio, ranked #54.

Chapman Financial Group first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Chapman Financial Group held 2,585 shares of American Express worth $782K as of Q1 2026.
  • Chapman Financial Group sold 318 American Express shares in Q1 2026, an estimated $107K.
  • American Express made up 0.56% of Chapman Financial Group's portfolio in Q1 2026, its #54 holding.
  • Chapman Financial Group first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's American Express position peaked at $1.07M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.