Everence Capital Management’s American Express AXP Stock Holding History

Everence Capital 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	$4.78M	Hold	15,794	–	–	0.29%	55
2025 Q4	$5.84M	Hold	15,794	–	–	0.35%	45
2025 Q3	$5.25M	Hold	15,794	–	–	0.31%	49
2025 Q2	$5.04M	Sell	15,794 -700	-4%	-$197K	0.32%	50
2025 Q1	$4.44M	Sell	16,494 -3,210	-16%	-$949K	0.3%	56
2024 Q4	$5.85M	Buy	19,704 +1,450	+8%	+$417K	0.38%	38
2024 Q3	$4.95M	Hold	18,254	–	–	0.31%	52
2024 Q2	$4.27K	Hold	18,254	–	–	0.3%	61
2024 Q1	$4.16K	Hold	18,254	–	–	0.27%	72
2023 Q4	$3.42M	Buy	18,254 +6,060	+50%	+$975K	0.24%	80
2023 Q3	$1.82K	Sell	12,194 -5,280	-30%	-$864K	0.14%	128
2023 Q2	$2.77M	Hold	17,474	–	–	0.23%	83
2023 Q1	$2.88K	Hold	17,474	–	–	0.24%	83
2022 Q4	$2.58K	Sell	17,474 -2,280	-12%	-$338K	0.22%	94
2022 Q3	$2.67M	Hold	19,754	–	–	0.25%	75
2022 Q2	$2.74M	Hold	19,754	–	–	0.24%	77
2022 Q1	$3.69M	Buy	19,754 +3,070	+18%	+$554K	0.28%	72
2021 Q4	$2.73M	Sell	16,684 -410	-2%	-$69.9K	0.2%	87
2021 Q3	$2.86M	Hold	17,094	–	–	0.24%	79
2021 Q2	$2.82M	Hold	17,094	–	–	0.23%	80
2021 Q1	$2.42M	Hold	17,094	–	–	0.22%	82
2020 Q4	$2.07M	Buy	17,094 +796	+5%	+$88.2K	0.2%	83
2020 Q3	$1.63M	Hold	16,298	–	–	0.18%	103
2020 Q2	$1.55M	Hold	16,298	–	–	0.18%	101
2020 Q1	$1.4M	Hold	16,298	–	–	0.2%	87
2019 Q4	$2.03M	Buy	16,298 +1,990	+14%	+$238K	0.3%	66
2019 Q3	$1.69M	Hold	14,308	–	–	0.27%	85
2019 Q2	$1.77M	Hold	14,308	–	–	0.29%	80
2019 Q1	$1.56M	Sell	14,308 -2,479	-15%	-$261K	0.27%	85
2018 Q4	$1.6M	Buy	16,787 +1,740	+12%	+$182K	0.37%	71
2018 Q3	$1.6M	Hold	15,047	–	–	0.32%	76
2018 Q2	$1.48M	Hold	15,047	–	–	0.31%	77
2018 Q1	$1.4M	Hold	15,047	–	–	0.31%	72
2017 Q4	$1.49M	Buy	15,047 +1,917	+15%	+$183K	0.33%	75
2017 Q3	$1.19M	Hold	13,130	–	–	0.27%	105
2017 Q2	$1.11M	Hold	13,130	–	–	0.27%	108
2017 Q1	$1.04M	Sell	13,130 -2,590	-16%	-$202K	0.27%	102
2016 Q4	$1.17M	Sell	15,720 -3,100	-16%	-$215K	0.33%	85
2016 Q3	$1.21M	Hold	18,820	–	–	0.36%	74
2016 Q2	$1.14M	Buy	18,820 +1,600	+9%	+$101K	0.35%	77
2016 Q1	$1.06M	Hold	17,220	–	–	0.33%	88
2015 Q4	$1.2M	Sell	17,220 -2,644	-13%	-$192K	0.39%	67
2015 Q3	$1.47M	Hold	19,864	–	–	0.51%	52
2015 Q2	$1.54M	Hold	19,864	–	–	0.5%	55
2015 Q1	$1.62M	Hold	19,864	–	–	0.54%	48
2014 Q4	$1.85M	Sell	19,864 -197	-1%	-$17.7K	0.63%	42
2014 Q3	$1.8M	Hold	20,061	–	–	0.66%	36
2014 Q2	$1.9M	Hold	20,061	–	–	0.71%	35
2014 Q1	$1.81M	Hold	20,061	–	–	0.71%	35
2013 Q4	$1.82M	Sell	20,061 -1,750	-8%	-$144K	0.73%	36
2013 Q3	$1.65M	Hold	21,811	–	–	0.71%	37
2013 Q2	$1.63M	Buy	+21,811	New	+$1.55M	0.74%	34

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Everence Capital Management's AXP Position: Q1 2026 in Review

Everence Capital Management held its American Express (AXP) position steady in Q1 2026 at 15,794 shares worth $4.78M. The position accounts for 0.29% of the portfolio, ranked #55.

Everence Capital Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.85M in Q4 2024. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Everence Capital Management held 15,794 shares of American Express worth $4.78M as of Q1 2026.
Everence Capital Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.29% of Everence Capital Management's portfolio in Q1 2026, its #55 holding.
Everence Capital Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's American Express position peaked at $5.85M in Q4 2024.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.