CCA
AXP icon

Childress Capital Advisors’s American Express AXP Stock Holding History

Childress Capital Advisors’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
Q1 		$943K Sell
3,116
-402
-11% -$135K 0.17% 92
2025
Q4 		$1.3M Buy
3,518
+233
+7% +$83.4K 0.21% 73
2025
Q3 		$1.09M Buy
3,285
+525
+19% +$167K 0.2% 83
2025
Q2 		$880K Buy
2,760
+385
+16% +$108K 0.22% 72
2025
Q1 		$639K Sell
2,375
-63
-3% -$18.6K 0.19% 78
2024
Q4 		$724K Buy
2,438
+31
+1% +$8.91K 0.2% 69
2024
Q3 		$653K Buy
2,407
+23
+1% +$5.73K 0.18% 83
2024
Q2 		$552K Sell
2,384
-46
-2% -$10.7K 0.16% 91
2024
Q1 		$553K Sell
2,430
-98
-4% -$20.3K 0.16% 88
2023
Q4 		$474K Sell
2,528
-62
-2% -$9.98K 0.14% 98
2023
Q3 		$384K Buy
+2,590
New +$424K 0.13% 100
2023
Q1 		– Sell
-2,195
Closed -$324K – 96
2022
Q4 		$324K Sell
2,195
-81
-4% -$12K 0.11% 123
2022
Q3 		$321K Sell
2,276
-221
-9% -$33.5K 0.13% 116
2022
Q2 		$346K Buy
2,497
+85
+4% +$14K 0.14% 111
2022
Q1 		$449K Buy
2,412
+532
+28% +$96.1K 0.16% 108
2021
Q4 		$308K Sell
1,880
-804
-30% -$137K 0.13% 130
2021
Q3 		$449K Buy
2,684
+1,116
+71% +$187K 0.18% 102
2021
Q2 		$259K Sell
1,568
-791
-34% -$124K 0.12% 134
2021
Q1 		$333K Buy
2,359
+625
+36% +$82.6K 0.15% 120
2020
Q4 		$210K Buy
+1,734
New +$192K 0.12% 92

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Childress Capital Advisors's AXP Position: Q1 2026 in Review

Childress Capital Advisors reduced its American Express (AXP) stake by 11% in Q1 2026, selling an estimated $135K and leaving 3,116 shares worth $943K. The position accounts for 0.17% of the portfolio, ranked #92.

Childress Capital Advisors first reported a position in AXP in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.3M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Childress Capital Advisors held 3,116 shares of American Express worth $943K as of Q1 2026.
  • Childress Capital Advisors sold 402 American Express shares in Q1 2026, an estimated $135K.
  • American Express made up 0.17% of Childress Capital Advisors's portfolio in Q1 2026, its #92 holding.
  • Childress Capital Advisors first reported a position in American Express in Q4 2020 and has held it in 20 quarters since.
  • Childress Capital Advisors's American Express position peaked at $1.3M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.