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Everhart Financial Group’s American Express AXP Stock Holding History

Everhart 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 		$1.76M Buy
5,208
+189
+4% +$60.5K 0.11% 91
2026
Q1 		$1.52M Sell
5,019
-1,533
-23% -$514K 0.13% 109
2025
Q4 		$2.42M Buy
6,552
+1,606
+32% +$575K 0.22% 53
2025
Q3 		$1.64M Buy
4,946
+692
+16% +$220K 0.16% 79
2025
Q2 		$1.36M Buy
4,254
+267
+7% +$75.1K 0.16% 91
2025
Q1 		$1.07M Sell
3,987
-406
-9% -$120K 0.15% 99
2024
Q4 		$1.3M Buy
4,393
+966
+28% +$278K 0.27% 71
2024
Q3 		$929K Buy
3,427
+507
+17% +$126K 0.21% 111
2024
Q2 		$676K Buy
2,920
+546
+23% +$126K 0.18% 123
2024
Q1 		$541K Buy
2,374
+472
+25% +$97.9K 0.16% 138
2023
Q4 		$356K Sell
1,902
-515
-21% -$82.9K 0.13% 157
2023
Q3 		$361K Buy
2,417
+256
+12% +$41.9K 0.15% 130
2023
Q2 		$376K Buy
2,161
+44
+2% +$7.1K 0.16% 126
2023
Q1 		$349K Buy
2,117
+523
+33% +$86.8K 0.16% 120
2022
Q4 		$236K Sell
1,594
-736
-32% -$109K 0.12% 150
2022
Q3 		$314K Buy
2,330
+635
+37% +$96.1K 0.17% 119
2022
Q2 		$235K Buy
1,695
+251
+17% +$41.5K 0.14% 149
2022
Q1 		$270K Buy
+1,444
New +$261K 0.16% 96

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Everhart Financial Group increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $60.5K and bringing the position to 5,208 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #91.

Everhart Financial Group first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.42M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Everhart Financial Group held 5,208 shares of American Express worth $1.76M as of Q2 2026.
  • Everhart Financial Group bought 189 American Express shares in Q2 2026, an estimated $60.5K.
  • American Express made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #91 holding.
  • Everhart Financial Group first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's American Express position peaked at $2.42M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.