EAM
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Evanson Asset Management’s American Express AXP Stock Holding History

Evanson Asset 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
Q1 		$1.21M Hold
3,990
– – 0.06% 121
2025
Q4 		$1.48M Sell
3,990
-50
-1% -$17.9K 0.08% 109
2025
Q3 		$1.34M Hold
4,040
– – 0.08% 112
2025
Q2 		$1.29M Buy
4,040
+51
+1% +$14.4K 0.08% 114
2025
Q1 		$1.07M Hold
3,989
– – 0.08% 116
2024
Q4 		$1.18M Hold
3,989
– – 0.08% 107
2024
Q3 		$1.08M Buy
3,989
+1
+0% +$249 0.08% 116
2024
Q2 		$923K Buy
3,988
+2
+0.1% +$463 0.07% 122
2024
Q1 		$908K Sell
3,986
-209
-5% -$43.3K 0.07% 121
2023
Q4 		$786K Buy
4,195
+1
+0% +$161 0.06% 127
2023
Q3 		$626K Buy
4,194
+1
+0% +$164 0.06% 136
2023
Q2 		$730K Buy
4,193
+2
+0% +$323 0.07% 127
2023
Q1 		$691K Buy
4,191
+1
+0% +$166 0.07% 123
2022
Q4 		$619K Sell
4,190
-465
-10% -$68.9K 0.07% 129
2022
Q3 		$628K Buy
4,655
+1
+0% +$151 0.07% 125
2022
Q2 		$645K Buy
4,654
+234
+5% +$38.7K 0.07% 124
2022
Q1 		$827K Buy
4,420
+465
+12% +$84K 0.08% 115
2021
Q4 		$647K Sell
3,955
-988
-20% -$168K 0.06% 151
2021
Q3 		$812K Buy
4,943
+13
+0.3% +$2.17K 0.08% 119
2021
Q2 		$815K Sell
4,930
-67
-1% -$10.5K 0.08% 117
2021
Q1 		$707K Buy
4,997
+169
+4% +$22.3K 0.1% 128
2020
Q4 		$584K Buy
4,828
+1
+0% +$111 0.09% 137
2020
Q3 		$484K Sell
4,827
-102
-2% -$10K 0.09% 136
2020
Q2 		$469K Buy
4,929
+200
+4% +$18.4K 0.09% 127
2020
Q1 		$405K Buy
4,729
+1,037
+28% +$121K 0.1% 127
2019
Q4 		$460K Hold
3,692
– – 0.09% 131
2019
Q3 		$437K Sell
3,692
-14
-0.4% -$1.72K 0.09% 134
2019
Q2 		$458K Hold
3,706
– – 0.09% 127
2019
Q1 		$405K Hold
3,706
– – 0.08% 141
2018
Q4 		$353K Buy
3,706
+120
+3% +$12.6K 0.08% 145
2018
Q3 		$382K Hold
3,586
– – 0.08% 157
2018
Q2 		$351K Hold
3,586
– – 0.07% 174
2018
Q1 		$335K Hold
3,586
– – 0.07% 176
2017
Q4 		$356K Sell
3,586
-36
-1% -$3.43K 0.07% 170
2017
Q3 		$328K Hold
3,622
– – 0.07% 161
2017
Q2 		$305K Sell
3,622
-1,841
-34% -$146K 0.07% 165
2017
Q1 		$432K Buy
5,463
+161
+3% +$12.6K 0.11% 129
2016
Q4 		$393K Hold
5,302
– – 0.11% 134
2016
Q3 		$340K Sell
5,302
-81
-2% -$5.2K 0.1% 141
2016
Q2 		$327K Buy
5,383
+81
+2% +$5.13K 0.1% 144
2016
Q1 		$326K Buy
5,302
+1,848
+54% +$108K 0.11% 135
2015
Q4 		$240K Buy
3,454
+68
+2% +$4.95K 0.09% 162
2015
Q3 		$251K Hold
3,386
– – 0.09% 160
2015
Q2 		$263K Hold
3,386
– – 0.09% 162
2015
Q1 		$265K Sell
3,386
-500
-13% -$41.5K 0.09% 154
2014
Q4 		$362K Buy
3,886
+500
+15% +$44.8K 0.13% 129
2014
Q3 		$296K Hold
3,386
– – 0.12% 142
2014
Q2 		$321K Hold
3,386
– – 0.12% 139
2014
Q1 		$305K Buy
+3,386
New +$302K 0.13% 128

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

Evanson Asset Management's AXP Position: Q1 2026 in Review

Evanson Asset Management held its American Express (AXP) position steady in Q1 2026 at 3,990 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #121.

Evanson Asset Management first reported a position in AXP in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.48M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evanson Asset Management held 3,990 shares of American Express worth $1.21M as of Q1 2026.
  • Evanson Asset Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.06% of Evanson Asset Management's portfolio in Q1 2026, its #121 holding.
  • Evanson Asset Management first reported a position in American Express in Q1 2014 and has held it in 49 quarters since.
  • Evanson Asset Management's American Express position peaked at $1.48M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.