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Evercore Wealth Management’s American Express AXP Stock Holding History

Evercore Wealth 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 		$3.83M Sell
12,652
-1,229
-9% -$412K 0.06% 116
2025
Q4 		$5.14M Sell
13,881
-260
-2% -$93K 0.08% 104
2025
Q3 		$4.7M Buy
14,141
+549
+4% +$175K 0.07% 107
2025
Q2 		$4.34M Sell
13,592
-235
-2% -$66.1K 0.07% 110
2025
Q1 		$3.72M Sell
13,827
-204
-1% -$60.3K 0.06% 120
2024
Q4 		$4.16M Buy
14,031
+343
+3% +$98.5K 0.06% 115
2024
Q3 		$3.71M Sell
13,688
-560
-4% -$139K 0.06% 120
2024
Q2 		$3.3M Sell
14,248
-237
-2% -$54.9K 0.05% 123
2024
Q1 		$3.3M Sell
14,485
-279
-2% -$57.9K 0.05% 124
2023
Q4 		$2.77M Sell
14,764
-163
-1% -$26.2K 0.05% 139
2023
Q3 		$2.23M Buy
14,927
+632
+4% +$103K 0.04% 144
2023
Q2 		$2.49M Sell
14,295
-824
-5% -$133K 0.05% 140
2023
Q1 		$2.49M Sell
15,119
-233
-2% -$38.7K 0.05% 139
2022
Q4 		$2.27M Sell
15,352
-59
-0.4% -$8.74K 0.05% 144
2022
Q3 		$2.08M Buy
15,411
+107
+0.7% +$16.2K 0.05% 141
2022
Q2 		$2.12M Buy
15,304
+230
+2% +$38K 0.04% 141
2022
Q1 		$2.82M Sell
15,074
-192
-1% -$34.7K 0.05% 137
2021
Q4 		$2.5M Sell
15,266
-165
-1% -$28.1K 0.04% 150
2021
Q3 		$2.58M Sell
15,431
-785
-5% -$131K 0.05% 151
2021
Q2 		$2.68M Sell
16,216
-154
-0.9% -$24.1K 0.05% 151
2021
Q1 		$2.31M Buy
16,370
+223
+1% +$29.5K 0.05% 156
2020
Q4 		$1.95M Sell
16,147
-1,368
-8% -$152K 0.04% 161
2020
Q3 		$1.76M Sell
17,515
-306
-2% -$30.1K 0.04% 154
2020
Q2 		$1.7M Buy
17,821
+1,749
+11% +$161K 0.05% 155
2020
Q1 		$1.38M Buy
16,072
+1,131
+8% +$132K 0.05% 158
2019
Q4 		$1.86M Sell
14,941
-452
-3% -$54K 0.05% 160
2019
Q3 		$1.82M Buy
15,393
+4,743
+45% +$582K 0.05% 155
2019
Q2 		$1.31M Sell
10,650
-208
-2% -$24.4K 0.04% 176
2019
Q1 		$1.19M Buy
10,858
+3,534
+48% +$371K 0.04% 184
2018
Q4 		$698K Sell
7,324
-3,316
-31% -$347K 0.03% 216
2018
Q3 		$1.13M Sell
10,640
-211
-2% -$21.9K 0.04% 182
2018
Q2 		$1.06M Buy
10,851
+3,377
+45% +$332K 0.04% 188
2018
Q1 		$697K Hold
7,474
– – 0.03% 210
2017
Q4 		$743K Sell
7,474
-487
-6% -$46.4K 0.03% 214
2017
Q3 		$720K Sell
7,961
-490
-6% -$42.1K 0.03% 211
2017
Q2 		$711K Sell
8,451
-789
-9% -$62.4K 0.03% 213
2017
Q1 		$732K Sell
9,240
-5,474
-37% -$428K 0.03% 216
2016
Q4 		$1.09M Sell
14,714
-5,286
-26% -$366K 0.05% 170
2016
Q3 		$1.28M Sell
20,000
-1,555
-7% -$99.9K 0.05% 161
2016
Q2 		$1.31M Sell
21,555
-8,946
-29% -$567K 0.06% 156
2016
Q1 		$1.87M Sell
30,501
-217,450
-88% -$12.6M 0.08% 130
2015
Q4 		$17.2M Sell
247,951
-27,523
-10% -$2M 0.8% 41
2015
Q3 		$20.4M Buy
275,474
+14,449
+6% +$1.11M 0.98% 38
2015
Q2 		$20.3M Sell
261,025
-2,515
-1% -$200K 0.92% 38
2015
Q1 		$20.6M Sell
263,540
-87,162
-25% -$7.24M 0.95% 41
2014
Q4 		$32.6M Buy
350,702
+8,338
+2% +$747K 1.63% 15
2014
Q3 		$30M Buy
342,364
+17,851
+6% +$1.61M 1.5% 15
2014
Q2 		$30.8M Buy
324,513
+15,016
+5% +$1.35M 1.59% 11
2014
Q1 		$27.9M Sell
309,497
-12,469
-4% -$1.11M 1.56% 12
2013
Q4 		$29.2M Sell
321,966
-28,404
-8% -$2.33M 1.61% 8
2013
Q3 		$26.5M Sell
350,370
-25,382
-7% -$1.91M 1.52% 9
2013
Q2 		$28.1M Buy
+375,752
New +$26.7M 1.59% 7

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

Evercore Wealth Management's AXP Position: Q1 2026 in Review

Evercore Wealth Management reduced its American Express (AXP) stake by 8.9% in Q1 2026, selling an estimated $412K and leaving 12,652 shares worth $3.83M. The position accounts for 0.06% of the portfolio, ranked #116.

Evercore Wealth Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.6M in Q4 2014. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evercore Wealth Management held 12,652 shares of American Express worth $3.83M as of Q1 2026.
  • Evercore Wealth Management sold 1,229 American Express shares in Q1 2026, an estimated $412K.
  • American Express made up 0.06% of Evercore Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Evercore Wealth Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's American Express position peaked at $32.6M in Q4 2014.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.