Everpar Advisors
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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
Q3 		$519K Sell
1,706
-40
-2% -$13.4K 0.14% 141
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Everpar Advisors's AXP Position: Q3 2026 in Review

Everpar Advisors reduced its American Express (AXP) stake by 2.3% in Q3 2026, selling an estimated $13.4K and leaving 1,706 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #141.

Everpar Advisors first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $591K in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Everpar Advisors held 1,706 shares of American Express worth $519K as of Q3 2026.
  • Everpar Advisors sold 40 American Express shares in Q3 2026, an estimated $13.4K.
  • American Express made up 0.14% of Everpar Advisors's portfolio in Q3 2026, its #141 holding.
  • Everpar Advisors first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
  • Everpar Advisors's American Express position peaked at $591K in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Everpar Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.