Chickasaw Capital Management’s American Express AXP Stock Holding History

Chickasaw Capital 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	$306K	Buy	905 +200	+28%	+$64K	0.01%	83
2026 Q1	$213K	Buy	705 +11	+2%	+$3.69K	0.01%	92
2025 Q4	$257K	Buy	694 +54	+8%	+$19.3K	0.01%	85
2025 Q3	$213K	Hold	640	–	–	0.01%	92
2025 Q2	$204K	Buy	+640	New	+$180K	0.01%	95
2022 Q2	–	Sell	-1,105	Closed	-$207K	–	83
2022 Q1	$207K	Buy	+1,105	New	+$200K	0.01%	88

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Chickasaw Capital Management's AXP Position: Q2 2026 in Review

Chickasaw Capital Management increased its American Express (AXP) stake by 28% in Q2 2026, buying an estimated $64K and bringing the position to 905 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #83.

Chickasaw Capital Management first reported a position in AXP in Q1 2022 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Chickasaw Capital Management held 905 shares of American Express worth $306K as of Q2 2026.
Chickasaw Capital Management bought 200 American Express shares in Q2 2026, an estimated $64K.
American Express made up 0.01% of Chickasaw Capital Management's portfolio in Q2 2026, its #83 holding.
Chickasaw Capital Management first reported a position in American Express in Q1 2022 and has held it in 6 quarters since.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.