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Evergreen Capital Management’s American Express AXP Stock Holding History

Evergreen 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 		$3.4M Sell
11,241
-5,525
-33% -$1.85M 0.07% 242
2025
Q4 		$6.2M Buy
16,766
+6,235
+59% +$2.23M 0.14% 153
2025
Q3 		$3.5M Buy
10,531
+788
+8% +$251K 0.08% 213
2025
Q2 		$3.11M Buy
9,743
+244
+3% +$68.7K 0.09% 211
2025
Q1 		$2.56M Buy
9,499
+192
+2% +$56.8K 0.09% 220
2024
Q4 		$2.76M Sell
9,307
-82
-0.9% -$23.6K 0.09% 209
2024
Q3 		$2.55M Buy
9,389
+252
+3% +$62.7K 0.09% 221
2024
Q2 		$2.12M Buy
9,137
+140
+2% +$32.4K 0.08% 231
2024
Q1 		$2.05M Buy
8,997
+265
+3% +$54.9K 0.08% 228
2023
Q4 		$1.64M Sell
8,732
-207
-2% -$33.3K 0.07% 240
2023
Q3 		$1.33M Buy
8,939
+181
+2% +$29.6K 0.06% 256
2023
Q2 		$1.53M Buy
8,758
+196
+2% +$31.6K 0.06% 238
2023
Q1 		$1.41M Buy
8,562
+449
+6% +$74.5K 0.06% 245
2022
Q4 		$1.2M Buy
8,113
+834
+11% +$124K 0.06% 260
2022
Q3 		$982K Buy
7,279
+691
+10% +$105K 0.05% 263
2022
Q2 		$916K Sell
6,588
-1,492
-18% -$246K 0.05% 258
2022
Q1 		$1.51M Buy
8,080
+695
+9% +$126K 0.06% 244
2021
Q4 		$1.21M Sell
7,385
-16
-0.2% -$2.73K 0.05% 261
2021
Q3 		$1.24M Buy
7,401
+29
+0.4% +$4.85K 0.06% 261
2021
Q2 		$1.22M Sell
7,372
-107
-1% -$16.8K 0.06% 252
2021
Q1 		$1.06M Buy
7,479
+389
+5% +$51.4K 0.05% 253
2020
Q4 		$857K Buy
7,090
+107
+2% +$11.8K 0.05% 235
2020
Q3 		$700K Sell
6,983
-68
-1% -$6.69K 0.05% 232
2020
Q2 		$671K Sell
7,051
-165
-2% -$15.2K 0.05% 220
2020
Q1 		$618K Sell
7,216
-2,826
-28% -$329K 0.06% 203
2019
Q4 		$1.25M Buy
10,042
+27
+0.3% +$3.23K 0.1% 153
2019
Q3 		$1.19M Hold
10,015
– – 0.11% 149
2019
Q2 		$1.24M Buy
10,015
+51
+0.5% +$5.99K 0.12% 141
2019
Q1 		$1.09M Sell
9,964
-146
-1% -$15.3K 0.11% 148
2018
Q4 		$964K Buy
10,110
+54
+0.5% +$5.65K 0.1% 151
2018
Q3 		$1.07M Buy
10,056
+11
+0.1% +$1.14K 0.09% 150
2018
Q2 		$984K Buy
10,045
+117
+1% +$11.5K 0.09% 150
2018
Q1 		$926K Buy
9,928
+3,324
+50% +$322K 0.09% 148
2017
Q4 		$655K Buy
+6,604
New +$629K 0.07% 163
2016
Q3 		– Sell
-4,770
Closed -$290K – 110
2016
Q2 		$290K Hold
4,770
– – 0.06% 87
2016
Q1 		$293K Sell
4,770
-32,622
-87% -$1.9M 0.07% 79
2015
Q4 		$2.6M Sell
37,392
-1,272
-3% -$92.6K 0.62% 49
2015
Q3 		$2.87M Buy
38,664
+1,443
+4% +$111K 0.74% 42
2015
Q2 		$2.89M Buy
37,221
+1,615
+5% +$128K 0.71% 53
2015
Q1 		$2.78M Buy
+35,606
New +$2.96M 0.61% 60

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

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

Evergreen Capital Management reduced its American Express (AXP) stake by 33% in Q1 2026, selling an estimated $1.85M and leaving 11,241 shares worth $3.4M. The position accounts for 0.07% of the portfolio, ranked #242.

Evergreen Capital Management first reported a position in AXP in Q1 2015 and has held it in 40 quarters since. The position peaked at $6.2M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evergreen Capital Management held 11,241 shares of American Express worth $3.4M as of Q1 2026.
  • Evergreen Capital Management sold 5,525 American Express shares in Q1 2026, an estimated $1.85M.
  • American Express made up 0.07% of Evergreen Capital Management's portfolio in Q1 2026, its #242 holding.
  • Evergreen Capital Management first reported a position in American Express in Q1 2015 and has held it in 40 quarters since.
  • Evergreen Capital Management's American Express position peaked at $6.2M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.