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Chesapeake Wealth Management’s American Express AXP Stock Holding History

Chesapeake 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
Q1 		$1.55M Sell
5,120
-330
-6% -$111K 0.48% 58
2025
Q4 		$2.02M Sell
5,450
-205
-4% -$73.4K 0.6% 48
2025
Q3 		$1.88M Sell
5,655
-26
-0.5% -$8.27K 0.57% 47
2025
Q2 		$1.81M Sell
5,681
-356
-6% -$100K 0.6% 48
2025
Q1 		$1.62M Sell
6,037
-235
-4% -$69.5K 0.58% 52
2024
Q4 		$1.86M Sell
6,272
-223
-3% -$64.1K 0.64% 50
2024
Q3 		$1.76M Sell
6,495
-61
-0.9% -$15.2K 0.6% 50
2024
Q2 		$1.52M Sell
6,556
-569
-8% -$132K 0.55% 54
2024
Q1 		$1.62M Sell
7,125
-378
-5% -$78.4K 0.59% 52
2023
Q4 		$1.41M Buy
7,503
+67
+0.9% +$10.8K 0.54% 54
2023
Q3 		$1.11M Sell
7,436
-52
-0.7% -$8.51K 0.46% 64
2023
Q2 		$1.3M Sell
7,488
-107
-1% -$17.3K 0.51% 60
2023
Q1 		$1.25M Buy
7,595
+175
+2% +$29K 0.52% 57
2022
Q4 		$1.1M Buy
7,420
+233
+3% +$34.5K 0.48% 63
2022
Q3 		$970K Buy
7,187
+2,028
+39% +$307K 0.44% 62
2022
Q2 		$715K Buy
5,159
+1,568
+44% +$259K 0.31% 83
2022
Q1 		$671K Buy
3,591
+2,326
+184% +$420K 0.24% 100
2021
Q4 		$207K Sell
1,265
-240
-16% -$40.9K 0.07% 191
2021
Q3 		$252K Sell
1,505
-389
-21% -$65K 0.09% 182
2021
Q2 		$313K Sell
1,894
-179
-9% -$28K 0.1% 175
2021
Q1 		$293K Sell
2,073
-241
-10% -$31.8K 0.1% 185
2020
Q4 		$280K Sell
2,314
-281
-11% -$31.1K 0.1% 185
2020
Q3 		$260K Sell
2,595
-1,331
-34% -$131K 0.1% 178
2020
Q2 		$374K Sell
3,926
-2,114
-35% -$195K 0.15% 139
2020
Q1 		$517K Sell
6,040
-888
-13% -$103K 0.24% 100
2019
Q4 		$862K Sell
6,928
-5,469
-44% -$654K 0.33% 89
2019
Q3 		$1.47M Buy
12,397
+804
+7% +$98.6K 0.6% 39
2019
Q2 		$1.43M Buy
11,593
+1,596
+16% +$187K 0.6% 39
2019
Q1 		$1.09M Buy
9,997
+1,080
+12% +$113K 0.48% 59
2018
Q4 		$850K Buy
8,917
+3,076
+53% +$322K 0.42% 66
2018
Q3 		$622K Buy
+5,841
New +$607K 0.28% 90

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

Chesapeake Wealth Management's AXP Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its American Express (AXP) stake by 6.1% in Q1 2026, selling an estimated $111K and leaving 5,120 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #58.

Chesapeake Wealth Management first reported a position in AXP in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.02M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Chesapeake Wealth Management held 5,120 shares of American Express worth $1.55M as of Q1 2026.
  • Chesapeake Wealth Management sold 330 American Express shares in Q1 2026, an estimated $111K.
  • American Express made up 0.48% of Chesapeake Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Chesapeake Wealth Management first reported a position in American Express in Q3 2018 and has held it in 31 quarters since.
  • Chesapeake Wealth Management's American Express position peaked at $2.02M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.