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Everpar Advisors’s American Express AXP Stock Holding History

Everpar Advisors’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 		$591K Buy
1,746
+314
+22% +$101K 0.17% 129
2026
Q1 		$433K Buy
1,432
+186
+15% +$62.4K 0.15% 146
2025
Q4 		$461K Buy
1,246
+260
+26% +$93K 0.17% 135
2025
Q3 		$328K Buy
986
+68
+7% +$21.6K 0.13% 185
2025
Q2 		$293K Buy
918
+135
+17% +$38K 0.13% 206
2025
Q1 		$211K Sell
783
-104
-12% -$30.7K 0.11% 243
2024
Q4 		$263K Sell
887
-106
-11% -$30.5K 0.13% 209
2024
Q3 		$269K Sell
993
-154
-13% -$38.3K 0.14% 205
2024
Q2 		$266K Buy
1,147
+137
+14% +$31.7K 0.13% 208
2024
Q1 		$230K Buy
+1,010
New +$209K 0.14% 209

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

Everpar Advisors's AXP Position: Q2 2026 in Review

Everpar Advisors increased its American Express (AXP) stake by 22% in Q2 2026, buying an estimated $101K and bringing the position to 1,746 shares worth $591K. The position accounts for 0.17% of the portfolio, ranked #129.

Everpar Advisors first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Everpar Advisors held 1,746 shares of American Express worth $591K as of Q2 2026.
  • Everpar Advisors bought 314 American Express shares in Q2 2026, an estimated $101K.
  • American Express made up 0.17% of Everpar Advisors's portfolio in Q2 2026, its #129 holding.
  • Everpar Advisors first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.