EPAM
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Evelyn Partners Asset Management’s American Express AXP Stock Holding History

Evelyn Partners 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 		$83.2K Buy
275
+237
+624% +$79.5K 0.02% 145
2025
Q4 		$14.1K Hold
38
– – ﹤0.01% 210
2025
Q3 		$12.6K Buy
+38
New +$12.1K ﹤0.01% 213

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

Evelyn Partners Asset Management's AXP Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its American Express (AXP) stake by 624% in Q1 2026, buying an estimated $79.5K and bringing the position to 275 shares worth $83.2K. The position accounts for 0.02% of the portfolio, ranked #145.

Evelyn Partners Asset Management first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evelyn Partners Asset Management held 275 shares of American Express worth $83.2K as of Q1 2026.
  • Evelyn Partners Asset Management bought 237 American Express shares in Q1 2026, an estimated $79.5K.
  • American Express made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #145 holding.
  • Evelyn Partners Asset Management first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.