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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
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 $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 Wealth Solutions's AXP Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its American Express (AXP) stake by 67% in Q1 2026, buying an estimated $299K and bringing the position to 2,221 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #210.

Evergreen Wealth Solutions first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evergreen Wealth Solutions held 2,221 shares of American Express worth $672K as of Q1 2026.
  • Evergreen Wealth Solutions bought 893 American Express shares in Q1 2026, an estimated $299K.
  • American Express made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #210 holding.
  • Evergreen Wealth Solutions first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.