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Charter Research & Investment Group’s American Express AXP Stock Holding History

Charter Research & Investment 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 		– Sell
-580
Closed -$215K – 87
2025
Q4 		$215K Buy
+580
New +$208K 0.14% 79

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charter Research & Investment Group's AXP Position: Q1 2026 in Review

Charter Research & Investment Group sold out of American Express (AXP) in Q1 2026, closing a stake of 580 shares — an estimated $215K sold.

Charter Research & Investment Group first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Charter Research & Investment Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Charter Research & Investment Group sold 580 American Express shares in Q1 2026, an estimated $215K.
  • Charter Research & Investment Group first reported a position in American Express in Q4 2025 and held it in 1 quarter.
  • Charter Research & Investment Group's American Express position peaked at $215K in Q4 2025.
  • 2,891 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.