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Chapman Investment Management’s American Express AXP Stock Holding History

Chapman Investment Management’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 		– Sell
-21,573
Closed -$6.91M – 31
2026
Q1 		$6.53M Buy
21,573
+138
+0.6% +$46.3K 5.38% 9
2025
Q4 		$7.93M Sell
21,435
-3
-0% -$1.07K 5.8% 8
2025
Q3 		$7.12M Hold
21,438
– – 5.07% 9
2025
Q2 		$6.84M Sell
21,438
-24
-0.1% -$6.75K 4.77% 9
2025
Q1 		$5.77M Buy
21,462
+73
+0.3% +$21.6K 4.31% 10
2024
Q4 		$6.35M Buy
21,389
+8
+0% +$2.3K 4.72% 10
2024
Q3 		$5.8M Buy
21,381
+240
+1% +$59.8K 4.24% 10
2024
Q2 		$4.9M Sell
21,141
-794
-4% -$184K 3.72% 11
2024
Q1 		$4.99M Sell
21,935
-399
-2% -$82.7K 3.68% 11
2023
Q4 		$4.18M Buy
22,334
+599
+3% +$96.4K 3.19% 13
2023
Q3 		$3.24M Buy
21,735
+386
+2% +$63.1K 2.75% 16
2023
Q2 		$3.72M Buy
21,349
+1,883
+10% +$304K 2.95% 16
2023
Q1 		$3.21M Sell
19,466
-370
-2% -$61.4K 2.64% 18
2022
Q4 		$2.93M Sell
19,836
-2,466
-11% -$365K 2.67% 19
2022
Q3 		$3.01M Buy
22,302
+1,624
+8% +$246K 2.2% 20
2022
Q2 		$2.87M Sell
20,678
-406
-2% -$67.1K 1.98% 22
2022
Q1 		$3.94M Buy
+21,084
New +$3.81M 2.1% 21

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chapman Investment Management's AXP Position: Q2 2026 in Review

Chapman Investment Management sold out of American Express (AXP) in Q2 2026, closing a stake of 21,573 shares — an estimated $6.91M sold.

Chapman Investment Management first reported a position in AXP in Q1 2022 and held it in 17 quarters. The position peaked at $7.93M in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chapman Investment Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 21,573 American Express shares in Q2 2026, an estimated $6.91M.
  • Chapman Investment Management first reported a position in American Express in Q1 2022 and held it in 17 quarters.
  • Chapman Investment Management's American Express position peaked at $7.93M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.