Chemistry Wealth Management
AXP icon

Chemistry Wealth Management’s American Express AXP Stock Holding History

Chemistry Wealth 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
Q3 		$15.4M Sell
50,670
-14
-0% -$4.68K 2.41% 10
2026
Q2 		$17.1M Sell
50,684
-3,047
-6% -$976K 2.74% 9
2026
Q1 		$16.3M Buy
53,731
+2,198
+4% +$737K 2.86% 9
2025
Q4 		$19.1M Sell
51,533
-96
-0.2% -$34.4K 3.57% 7
2025
Q3 		$17.1M Sell
51,629
-291
-0.6% -$92.6K 3.31% 7
2025
Q2 		$16.6M Sell
51,920
-10
-0% -$2.81K 3.55% 7
2025
Q1 		$14M Sell
51,930
-11
-0% -$3.25K 3.25% 7
2024
Q4 		$15.4M Sell
51,941
-110
-0.2% -$31.6K 3.61% 5
2024
Q3 		$14.1M Sell
52,051
-24
-0% -$5.98K 3.34% 6
2024
Q2 		$12.1M Buy
52,075
+1,528
+3% +$354K 3.11% 6
2024
Q1 		$11.5M Buy
50,547
+28,298
+127% +$5.87M 3.1% 6
2023
Q4 		$4.17M Sell
22,249
-2
-0% -$322 1.26% 16
2023
Q3 		$3.32M Sell
22,251
-96
-0.4% -$15.7K 1.1% 17
2023
Q2 		$3.89M Sell
22,347
-144
-0.6% -$23.2K 1.27% 16
2023
Q1 		$3.71M Sell
22,491
-166
-0.7% -$27.5K 1.29% 14
2022
Q4 		$3.35M Buy
22,657
+99
+0.4% +$14.7K 1.3% 15
2022
Q3 		$3.04M Hold
22,558
– – 1.2% 16
2022
Q2 		$3.13M Sell
22,558
-511
-2% -$84.4K 1.2% 16
2022
Q1 		$4.31M Buy
23,069
+20,918
+972% +$3.78M 1.48% 12
2021
Q4 		$352K Buy
+2,151
New +$367K 0.3% 63

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Chemistry Wealth Management's AXP Position: Q3 2026 in Review

Chemistry Wealth Management reduced its American Express (AXP) stake by 0.03% in Q3 2026, selling an estimated $4.68K and leaving 50,670 shares worth $15.4M. The position accounts for 2.41% of the portfolio, ranked #10.

Chemistry Wealth Management first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $19.1M in Q4 2025. 1,734 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Chemistry Wealth Management held 50,670 shares of American Express worth $15.4M as of Q3 2026.
  • Chemistry Wealth Management sold 14 American Express shares in Q3 2026, an estimated $4.68K.
  • American Express made up 2.41% of Chemistry Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Chemistry Wealth Management first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • Chemistry Wealth Management's American Express position peaked at $19.1M in Q4 2025.
  • 1,734 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Chemistry Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.