Evelyn Partners’s American Express AXP Stock Holding History

Evelyn Partners’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 Q2	$1.38M	Buy	+4,094	New	+$1.31M	﹤0.01%	163

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Evelyn Partners's AXP Position: Q2 2026 in Review

Evelyn Partners opened a new position in American Express (AXP) in Q2 2026: 4,094 shares worth $1.38M. The stake represents ﹤0.01% of the portfolio and ranks #163 among its holdings.

2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Evelyn Partners held 4,094 shares of American Express worth $1.38M as of Q2 2026.
American Express was a new Evelyn Partners position in Q2 2026.
American Express made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #163 holding.
2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.