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Everest Financial Group’s American Express AXP Stock Holding History

Everest Financial Group’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 		$638K Sell
1,886
-64
-3% -$20.5K 0.09% 126
2026
Q1 		$590K Buy
1,950
+101
+5% +$33.9K 0.1% 120
2025
Q4 		$684K Buy
+1,849
New +$662K 0.15% 52

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Everest Financial Group's AXP Position: Q2 2026 in Review

Everest Financial Group reduced its American Express (AXP) stake by 3.3% in Q2 2026, selling an estimated $20.5K and leaving 1,886 shares worth $638K. The position accounts for 0.09% of the portfolio, ranked #126.

Everest Financial Group first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $684K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Everest Financial Group held 1,886 shares of American Express worth $638K as of Q2 2026.
  • Everest Financial Group sold 64 American Express shares in Q2 2026, an estimated $20.5K.
  • American Express made up 0.09% of Everest Financial Group's portfolio in Q2 2026, its #126 holding.
  • Everest Financial Group first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's American Express position peaked at $684K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.