CWM
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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Chemistry Wealth Management's AXP Position: Q2 2026 in Review

Chemistry Wealth Management reduced its American Express (AXP) stake by 5.7% in Q2 2026, selling an estimated $976K and leaving 50,684 shares worth $17.1M. The position accounts for 2.74% of the portfolio, ranked #9.

Chemistry Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.1M in Q4 2025. 1,490 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chemistry Wealth Management held 50,684 shares of American Express worth $17.1M as of Q2 2026.
  • Chemistry Wealth Management sold 3,047 American Express shares in Q2 2026, an estimated $976K.
  • American Express made up 2.74% of Chemistry Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Chemistry Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Chemistry Wealth Management's American Express position peaked at $19.1M in Q4 2025.
  • 1,490 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.