Chesapeake Asset Management’s American Express AXP Stock Holding History

Chesapeake Asset 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
2025 Q2	–	Sell	-7	Closed	-$1.88K	–	343
2025 Q1	$1.88K	Buy	7 +1	+17%	+$296	﹤0.01%	323
2024 Q4	$1.78K	Buy	6 +1	+20%	+$287	﹤0.01%	292
2024 Q3	$1.36K	Buy	+5	New	+$1.25K	﹤0.01%	293
2024 Q1	–	Sell	-71	Closed	-$13.3K	–	336
2023 Q4	$13.3K	Sell	71 -132	-65%	-$21.2K	0.01%	218
2023 Q3	$30.4K	Hold	203	–	–	0.03%	170
2023 Q2	$35.5K	Sell	203 -17	-8%	-$2.74K	0.03%	155
2023 Q1	$36.4K	Buy	+220	New	+$36.5K	0.03%	160
2014 Q4	–	Sell	-2,370	Closed	-$207K	–	87
2014 Q3	$207K	Hold	2,370	–	–	0.13%	76
2014 Q2	$225K	Hold	2,370	–	–	0.14%	74
2014 Q1	$213K	Hold	2,370	–	–	0.14%	76
2013 Q4	$215K	Buy	+2,370	New	+$195K	0.13%	77

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chesapeake Asset Management's AXP Position: Q2 2025 in Review

Chesapeake Asset Management sold out of American Express (AXP) in Q2 2025, closing a stake of 7 shares — an estimated $1.88K sold.

Chesapeake Asset Management first reported a position in AXP in Q4 2013 and held it in 11 quarters. The position peaked at $225K in Q2 2014. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Chesapeake Asset Management reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
Chesapeake Asset Management sold 7 American Express shares in Q2 2025, an estimated $1.88K.
Chesapeake Asset Management first reported a position in American Express in Q4 2013 and held it in 11 quarters.
Chesapeake Asset Management's American Express position peaked at $225K in Q2 2014.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.