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Chicago Partners Investment Group’s American Express AXP Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-100
Closed -$33.3K – 1602
2026
Q1 		$33.3K Buy
+100
New +$33.5K ﹤0.01% 1438

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chicago Partners Investment Group's AXP Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its American Express (AXP) stake by 8.9% in Q2 2026, selling an estimated $200K and leaving 6,395 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #336.

Chicago Partners Investment Group first reported a position in AXP in Q4 2014 and has held it in 36 quarters since. The position peaked at $2.48M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chicago Partners Investment Group held 6,395 shares of American Express worth $2.18M as of Q2 2026.
  • Chicago Partners Investment Group sold 624 American Express shares in Q2 2026, an estimated $200K.
  • American Express made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #336 holding.
  • Chicago Partners Investment Group first reported a position in American Express in Q4 2014 and has held it in 36 quarters since.
  • Chicago Partners Investment Group's American Express position peaked at $2.48M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.