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Evelyn Partners Investment Management’s American Express AXP Stock Holding History

Evelyn Partners Investment 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 		$1.14M Sell
3,764
-15
-0.4% -$5.03K 0.03% 125
2025
Q4 		$1.4M Sell
3,779
-170
-4% -$60.8K 0.04% 121
2025
Q3 		$1.31M Hold
3,949
– – 0.04% 125
2025
Q2 		$1.26M Sell
3,949
-560
-12% -$158K 0.04% 125
2025
Q1 		$1.21M Sell
4,509
-75
-2% -$22.2K 0.04% 121
2024
Q4 		$1.36M Buy
+4,584
New +$1.32M 0.04% 115

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 Investment Management's AXP Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its American Express (AXP) stake by 0.4% in Q1 2026, selling an estimated $5.03K and leaving 3,764 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #125.

Evelyn Partners Investment Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evelyn Partners Investment Management held 3,764 shares of American Express worth $1.14M as of Q1 2026.
  • Evelyn Partners Investment Management sold 15 American Express shares in Q1 2026, an estimated $5.03K.
  • American Express made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #125 holding.
  • Evelyn Partners Investment Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's American Express position peaked at $1.4M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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