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Chicago Capital’s American Express AXP Stock Holding History

Chicago Capital’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 		$4.41M Sell
13,031
-903
-6% -$289K 0.11% 96
2026
Q1 		$4.21M Buy
13,934
+202
+1% +$67.7K 0.11% 91
2025
Q4 		$5.08M Sell
13,732
-166
-1% -$59.4K 0.13% 87
2025
Q3 		$4.62M Hold
13,898
– – 0.11% 89
2025
Q2 		$4.43M Buy
13,898
+255
+2% +$71.8K 0.11% 90
2025
Q1 		$3.67M Buy
13,643
+275
+2% +$81.3K 0.1% 100
2024
Q4 		$3.97M Buy
13,368
+513
+4% +$147K 0.11% 93
2024
Q3 		$3.49M Buy
12,855
+276
+2% +$68.7K 0.1% 99
2024
Q2 		$2.91M Buy
12,579
+1,300
+12% +$301K 0.09% 103
2024
Q1 		$2.57M Buy
11,279
+1,430
+15% +$297K 0.08% 107
2023
Q4 		$1.85M Hold
9,849
– – 0.07% 117
2023
Q3 		$1.47M Hold
9,849
– – 0.07% 88
2023
Q2 		$1.72M Hold
9,849
– – 0.08% 81
2023
Q1 		$1.62M Hold
9,849
– – 0.08% 83
2022
Q4 		$1.46M Hold
9,849
– – 0.08% 90
2022
Q3 		$1.33M Sell
9,849
-65
-0.7% -$9.84K 0.08% 87
2022
Q2 		$1.37M Sell
9,914
-35
-0.4% -$5.78K 0.08% 93
2022
Q1 		$1.86M Hold
9,949
– – 0.08% 84
2021
Q4 		$1.63M Hold
9,949
– – 0.06% 92
2021
Q3 		$1.67M Sell
9,949
-120
-1% -$20.1K 0.06% 89
2021
Q2 		$1.66M Sell
10,069
-35
-0.3% -$5.48K 0.07% 86
2021
Q1 		$1.43M Sell
10,104
-200
-2% -$26.4K 0.06% 91
2020
Q4 		$1.25M Sell
10,304
-500
-5% -$55.4K 0.06% 98
2020
Q3 		$1.08M Hold
10,804
– – 0.06% 102
2020
Q2 		$1.03M Buy
10,804
+3,926
+57% +$361K 0.06% 102
2020
Q1 		$589K Sell
6,878
-900
-12% -$105K 0.05% 124
2019
Q4 		$968K Hold
7,778
– – 0.06% 114
2019
Q3 		$920K Buy
7,778
+150
+2% +$18.4K 0.06% 114
2019
Q2 		$942K Buy
7,628
+800
+12% +$94K 0.06% 112
2019
Q1 		$746K Buy
6,828
+900
+15% +$94.6K 0.05% 122
2018
Q4 		$565K Hold
5,928
– – 0.05% 134
2018
Q3 		$631K Hold
5,928
– – 0.04% 130
2018
Q2 		$581K Hold
5,928
– – 0.05% 141
2018
Q1 		$553K Buy
+5,928
New +$574K 0.07% 102

Other funds holding AXP

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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Chicago Capital's AXP Position: Q2 2026 in Review

Chicago Capital reduced its American Express (AXP) stake by 6.5% in Q2 2026, selling an estimated $289K and leaving 13,031 shares worth $4.41M. The position accounts for 0.11% of the portfolio, ranked #96.

Chicago Capital first reported a position in AXP in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.08M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chicago Capital held 13,031 shares of American Express worth $4.41M as of Q2 2026.
  • Chicago Capital sold 903 American Express shares in Q2 2026, an estimated $289K.
  • American Express made up 0.11% of Chicago Capital's portfolio in Q2 2026, its #96 holding.
  • Chicago Capital first reported a position in American Express in Q1 2018 and has held it in 34 quarters since.
  • Chicago Capital's American Express position peaked at $5.08M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.