Everhart Financial Group
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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
Q3 		$1.5M Sell
4,935
-273
-5% -$91.2K 0.09% 111
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Everhart Financial Group's AXP Position: Q3 2026 in Review

Everhart Financial Group reduced its American Express (AXP) stake by 5.2% in Q3 2026, selling an estimated $91.2K and leaving 4,935 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #111.

Everhart Financial Group first reported a position in AXP in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.42M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Everhart Financial Group held 4,935 shares of American Express worth $1.5M as of Q3 2026.
  • Everhart Financial Group sold 273 American Express shares in Q3 2026, an estimated $91.2K.
  • American Express made up 0.09% of Everhart Financial Group's portfolio in Q3 2026, its #111 holding.
  • Everhart Financial Group first reported a position in American Express in Q1 2022 and has held it in 19 quarters since.
  • Everhart Financial Group's American Express position peaked at $2.42M in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.