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EverSource Wealth Advisors’s American Express AXP Stock Holding History

EverSource Wealth 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 		$1.97M Sell
5,817
-822
-12% -$263K 0.07% 222
2026
Q1 		$2.01M Buy
6,639
+715
+12% +$240K 0.06% 221
2025
Q4 		$2.19M Buy
5,924
+1,218
+26% +$436K 0.08% 177
2025
Q3 		$1.56M Sell
4,706
-152
-3% -$48.3K 0.06% 216
2025
Q2 		$1.55M Buy
4,858
+687
+16% +$193K 0.07% 197
2025
Q1 		$1.12M Buy
4,171
+605
+17% +$179K 0.06% 225
2024
Q4 		$1.06M Buy
3,566
+402
+13% +$115K 0.06% 237
2024
Q3 		$858K Sell
3,164
-317
-9% -$78.9K 0.05% 240
2024
Q2 		$881K Buy
3,481
+590
+20% +$137K 0.06% 229
2024
Q1 		$677K Sell
2,891
-21
-0.7% -$4.35K 0.05% 231
2023
Q4 		$546K Buy
2,912
+207
+8% +$33.3K 0.05% 235
2023
Q3 		$404K Sell
2,705
-220
-8% -$36K 0.04% 253
2023
Q2 		$510K Buy
2,925
+184
+7% +$29.7K 0.06% 227
2023
Q1 		$452K Buy
2,741
+390
+17% +$64.7K 0.06% 230
2022
Q4 		$347K Buy
2,351
+1,209
+106% +$179K 0.05% 254
2022
Q3 		$154K Buy
1,142
+397
+53% +$60.1K 0.04% 340
2022
Q2 		$103K Buy
745
+334
+81% +$55.2K 0.03% 367
2022
Q1 		$77K Buy
411
+27
+7% +$4.88K 0.02% 394
2021
Q4 		$63K Buy
+384
New +$65.5K 0.02% 379

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EverSource Wealth Advisors's AXP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its American Express (AXP) stake by 12% in Q2 2026, selling an estimated $263K and leaving 5,817 shares worth $1.97M. The position accounts for 0.07% of the portfolio, ranked #222.

EverSource Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • EverSource Wealth Advisors held 5,817 shares of American Express worth $1.97M as of Q2 2026.
  • EverSource Wealth Advisors sold 822 American Express shares in Q2 2026, an estimated $263K.
  • American Express made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • EverSource Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's American Express position peaked at $2.19M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.