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 Q3	$238K	Sell	784 -121	-13%	-$40.4K	0.01%	87
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Chickasaw Capital Management's AXP Position: Q3 2026 in Review

Chickasaw Capital Management reduced its American Express (AXP) stake by 13% in Q3 2026, selling an estimated $40.4K and leaving 784 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #87.

Chickasaw Capital Management first reported a position in AXP in Q1 2022 and has held it in 7 quarters since. The position peaked at $306K in Q2 2026. 2,211 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Chickasaw Capital Management held 784 shares of American Express worth $238K as of Q3 2026.
Chickasaw Capital Management sold 121 American Express shares in Q3 2026, an estimated $40.4K.
American Express made up 0.01% of Chickasaw Capital Management's portfolio in Q3 2026, its #87 holding.
Chickasaw Capital Management first reported a position in American Express in Q1 2022 and has held it in 7 quarters since.
Chickasaw Capital Management's American Express position peaked at $306K in Q2 2026.
2,211 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.