Chilton Investment Company’s American Express AXP Stock Holding History

Chilton Investment Company’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	$98.5M	Sell	325,516 -4,884	-1%	-$1.64M	2.31%	14
2025 Q4	$122M	Sell	330,400 -444	-0.1%	-$159K	2.55%	12
2025 Q3	$110M	Buy	330,844 +1,145	+0.3%	+$364K	2.24%	16
2025 Q2	$105M	Buy	329,699 +182,036	+123%	+$51.2M	2.34%	16
2025 Q1	$39.7M	Buy	+147,663	New	+$43.6M	0.97%	23
2015 Q1	–	Sell	-2,600	Closed	-$242K	–	141
2014 Q4	$242K	Buy	+2,600	New	+$233K	0.01%	167

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Chilton Investment Company's AXP Position: Q1 2026 in Review

Chilton Investment Company reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $1.64M and leaving 325,516 shares worth $98.5M. The position accounts for 2.31% of the portfolio, ranked #14.

Chilton Investment Company first reported a position in AXP in Q4 2014 and has held it in 6 quarters since. The position peaked at $122M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Chilton Investment Company held 325,516 shares of American Express worth $98.5M as of Q1 2026.
Chilton Investment Company sold 4,884 American Express shares in Q1 2026, an estimated $1.64M.
American Express made up 2.31% of Chilton Investment Company's portfolio in Q1 2026, its #14 holding.
Chilton Investment Company first reported a position in American Express in Q4 2014 and has held it in 6 quarters since.
Chilton Investment Company's American Express position peaked at $122M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.