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Chase Investment Counsel’s American Express AXP Stock Holding History

Chase Investment Counsel’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
-18,447
Closed -$6.82M – 151
2025
Q4 		$6.82M Buy
18,447
+603
+3% +$216K 1.91% 18
2025
Q3 		$5.93M Sell
17,844
-380
-2% -$121K 1.76% 19
2025
Q2 		$5.81M Buy
+18,224
New +$5.13M 1.86% 20
2023
Q2 		– Sell
-6,006
Closed -$990K – 95
2023
Q1 		$990K Sell
6,006
-8,428
-58% -$1.4M 0.55% 53
2022
Q4 		$2.13M Sell
14,434
-4,336
-23% -$642K 1.3% 36
2022
Q3 		$2.53M Sell
18,770
-181
-1% -$27.4K 1.6% 24
2022
Q2 		$2.63M Sell
18,951
-1,361
-7% -$225K 1.42% 28
2022
Q1 		$3.8M Sell
20,312
-669
-3% -$121K 1.66% 20
2021
Q4 		$3.43M Sell
20,981
-24
-0.1% -$4.09K 1.38% 28
2021
Q3 		$3.52M Sell
21,005
-13,531
-39% -$2.26M 1.51% 25
2021
Q2 		$5.71M Buy
34,536
+320
+0.9% +$50.1K 2.36% 10
2021
Q1 		$4.84M Buy
+34,216
New +$4.52M 2.22% 11
2019
Q4 		– Sell
-33,175
Closed -$3.92M – 108
2019
Q3 		$3.92M Buy
33,175
+1,975
+6% +$242K 2.01% 15
2019
Q2 		$3.85M Buy
+31,200
New +$3.66M 1.96% 21

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

Chase Investment Counsel's AXP Position: Q1 2026 in Review

Chase Investment Counsel sold out of American Express (AXP) in Q1 2026, closing a stake of 18,447 shares — an estimated $6.82M sold.

Chase Investment Counsel first reported a position in AXP in Q2 2019 and held it in 14 quarters. The position peaked at $6.82M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Chase Investment Counsel reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Chase Investment Counsel sold 18,447 American Express shares in Q1 2026, an estimated $6.82M.
  • Chase Investment Counsel first reported a position in American Express in Q2 2019 and held it in 14 quarters.
  • Chase Investment Counsel's American Express position peaked at $6.82M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.