Cheviot Value Management’s American Express AXP Stock Holding History

Cheviot Value 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	$161K	Hold	475	–	–	0.02%	141
2026 Q1	$144K	Hold	475	–	–	0.01%	144
2025 Q4	$170K	Hold	475	–	–	0.02%	138
2025 Q3	$171K	Hold	475	–	–	0.02%	139
2025 Q2	$141K	Hold	475	–	–	0.02%	132
2025 Q1	$132K	Buy	+475	New	+$140K	0.02%	132

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Cheviot Value Management's AXP Position: Q2 2026 in Review

Cheviot Value Management held its American Express (AXP) position steady in Q2 2026 at 475 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #141.

Cheviot Value Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $171K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cheviot Value Management held 475 shares of American Express worth $161K as of Q2 2026.
Cheviot Value Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #141 holding.
Cheviot Value Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's American Express position peaked at $171K in Q3 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.