EWS
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Evergreen Wealth Solutions’s American Express AXP Stock Holding History

Evergreen Wealth Solutions’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 		$912K Buy
2,654
+433
+19% +$139K 0.05% 218
2026
Q1 		$672K Buy
2,221
+893
+67% +$299K 0.05% 210
2025
Q4 		$491K Sell
1,328
-105
-7% -$37.6K 0.07% 124
2025
Q3 		$476K Sell
1,433
-57
-4% -$18.1K 0.27% 63
2025
Q2 		$475K Sell
1,490
-141
-9% -$39.7K 0.29% 63
2025
Q1 		$439K Sell
1,631
-120
-7% -$35.5K 0.3% 60
2024
Q4 		$520K Buy
1,751
+275
+19% +$79K 0.36% 53
2024
Q3 		$400K Sell
1,476
-258
-15% -$64.2K 0.27% 73
2024
Q2 		$402K Buy
+1,734
New +$402K 0.28% 73

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

Evergreen Wealth Solutions's AXP Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its American Express (AXP) stake by 19% in Q2 2026, buying an estimated $139K and bringing the position to 2,654 shares worth $912K. The position accounts for 0.05% of the portfolio, ranked #218.

Evergreen Wealth Solutions first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Evergreen Wealth Solutions held 2,654 shares of American Express worth $912K as of Q2 2026.
  • Evergreen Wealth Solutions bought 433 American Express shares in Q2 2026, an estimated $139K.
  • American Express made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #218 holding.
  • Evergreen Wealth Solutions first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.