Evergreen Advisors’s American Express AXP Stock Holding History

Evergreen Advisors’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	–	Sell	-109	Closed	-$32.9K	–	43
2026 Q1	$32.9K	Buy	+109	New	+$36.5K	0.01%	81

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

Evergreen Advisors's AXP Position: Q2 2026 in Review

Evergreen Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 109 shares — an estimated $32.9K sold.

Evergreen Advisors first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $32.9K in Q1 2026. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Evergreen Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 109 American Express shares in Q2 2026, an estimated $32.9K.
Evergreen Advisors first reported a position in American Express in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's American Express position peaked at $32.9K in Q1 2026.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.