Evermay Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
4,071
+27
| +0.7% | +$9.05K | 0.14% | 67 |
|
|
2025
Q4 | $1.5M | Buy |
4,044
+10
| +0.2% | +$3.58K | 0.17% | 54 |
|
|
2025
Q3 | $1.34M | Sell |
4,034
-60
| -1% | -$19.1K | 0.15% | 64 |
|
|
2025
Q2 | $1.31M | Buy |
4,094
+111
| +3% | +$31.2K | 0.16% | 60 |
|
|
2025
Q1 | $1.07M | Sell |
3,983
-58
| -1% | -$17.1K | 0.14% | 72 |
|
|
2024
Q4 | $1.2M | Hold |
4,041
| – | – | 0.18% | 70 |
|
|
2024
Q3 | $1.1M | Hold |
4,041
| – | – | 0.18% | 76 |
|
|
2024
Q2 | $936K | Hold |
4,041
| – | – | 0.15% | 84 |
|
|
2024
Q1 | $920K | Sell |
4,041
-80
| -2% | -$16.6K | 0.14% | 84 |
|
|
2023
Q4 | $772K | Sell |
4,121
-26
| -0.6% | -$4.18K | 0.14% | 75 |
|
|
2023
Q3 | $619K | Buy |
4,147
+51
| +1% | +$8.34K | 0.13% | 83 |
|
|
2023
Q2 | $714K | Sell |
4,096
-63
| -2% | -$10.2K | 0.14% | 79 |
|
|
2023
Q1 | $686K | Buy |
4,159
+6
| +0.1% | +$995 | 0.14% | 80 |
|
|
2022
Q4 | $614K | Sell |
4,153
-43
| -1% | -$6.37K | 0.12% | 82 |
|
|
2022
Q3 | $566K | Sell |
4,196
-65
| -2% | -$9.84K | 0.11% | 81 |
|
|
2022
Q2 | $593K | Sell |
4,261
-350
| -8% | -$57.8K | 0.12% | 79 |
|
|
2022
Q1 | $862K | Buy |
4,611
+120
| +3% | +$21.7K | 0.14% | 71 |
|
|
2021
Q4 | $735K | Hold |
4,491
| – | – | 0.13% | 61 |
|
|
2021
Q3 | $752K | Sell |
4,491
-4,100
| -48% | -$686K | 0.15% | 57 |
|
|
2021
Q2 | $1.42M | Sell |
8,591
-240
| -3% | -$37.6K | 0.26% | 33 |
|
|
2021
Q1 | $1.25M | Sell |
8,831
-713
| -7% | -$94.2K | 0.25% | 40 |
|
|
2020
Q4 | $1.15M | Sell |
9,544
-1,292
| -12% | -$143K | 0.25% | 36 |
|
|
2020
Q3 | $1.09M | Buy |
10,836
+2,280
| +27% | +$224K | 0.27% | 37 |
|
|
2020
Q2 | $815K | Buy |
8,556
+1,990
| +30% | +$183K | 0.21% | 49 |
|
|
2020
Q1 | $562K | Sell |
6,566
-200
| -3% | -$23.3K | 0.17% | 63 |
|
|
2019
Q4 | $842K | Buy |
6,766
+390
| +6% | +$46.6K | 0.21% | 54 |
|
|
2019
Q3 | $754K | Buy |
6,376
+1,320
| +26% | +$162K | 0.21% | 53 |
|
|
2019
Q2 | $624K | Sell |
5,056
-10
| -0.2% | -$1.18K | 0.17% | 61 |
|
|
2019
Q1 | $554K | Sell |
5,066
-100
| -2% | -$10.5K | 0.16% | 64 |
|
|
2018
Q4 | $492K | Buy |
5,166
+1,380
| +36% | +$144K | 0.16% | 63 |
|
|
2018
Q3 | $403K | Hold |
3,786
| – | – | 0.13% | 89 |
|
|
2018
Q2 | $371K | Hold |
3,786
| – | – | 0.12% | 87 |
|
|
2018
Q1 | $353K | Sell |
3,786
-951
| -20% | -$92.1K | 0.12% | 94 |
|
|
2017
Q4 | $470K | Buy |
4,737
+985
| +26% | +$93.8K | 0.17% | 66 |
|
|
2017
Q3 | $339K | Buy |
+3,752
| New | +$322K | 0.15% | 60 |
|
Other funds holding AXP
VCM
VPM
Evermay Wealth Management's AXP Position: Q1 2026 in Review
Evermay Wealth Management increased its American Express (AXP) stake by 0.67% in Q1 2026, buying an estimated $9.05K and bringing the position to 4,071 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #67.
Evermay Wealth Management first reported a position in AXP in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Evermay Wealth Management held 4,071 shares of American Express worth $1.23M as of Q1 2026.
- Evermay Wealth Management bought 27 American Express shares in Q1 2026, an estimated $9.05K.
- American Express made up 0.14% of Evermay Wealth Management's portfolio in Q1 2026, its #67 holding.
- Evermay Wealth Management first reported a position in American Express in Q3 2017 and has held it in 35 quarters since.
- Evermay Wealth Management's American Express position peaked at $1.5M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.