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Evoke Wealth’s American Express AXP Stock Holding History

Evoke Wealth’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
Q1 		$3.42M Sell
11,320
-857
-7% -$287K 0.06% 111
2025
Q4 		$4.5M Buy
12,177
+1,341
+12% +$480K 0.08% 101
2025
Q3 		$3.6M Buy
10,836
+1,018
+10% +$324K 0.07% 110
2025
Q2 		$3.13M Buy
9,818
+260
+3% +$73.2K 0.07% 109
2025
Q1 		$2.57M Sell
9,558
-61
-0.6% -$18K 0.07% 116
2024
Q4 		$2.85M Buy
9,619
+46
+0.5% +$13.2K 0.08% 105
2024
Q3 		$2.6M Buy
+9,573
New +$2.38M 0.07% 106
2024
Q2 		– Sell
-8,247
Closed -$1.88M – 130
2024
Q1 		$1.88M Buy
+8,247
New +$1.71M 0.06% 119
2023
Q4 		– Sell
-8,238
Closed -$1.23M – 115
2023
Q3 		$1.23M Buy
8,238
+93
+1% +$15.2K 0.04% 161
2023
Q2 		$1.42M Buy
8,145
+159
+2% +$25.7K 0.05% 137
2023
Q1 		$1.32M Buy
7,986
+102
+1% +$16.9K 0.05% 138
2022
Q4 		$1.16M Sell
7,884
-205
-3% -$30.4K 0.04% 148
2022
Q3 		$1.09M Sell
8,089
-262
-3% -$39.7K 0.04% 145
2022
Q2 		$1.16M Buy
8,351
+67
+0.8% +$11.1K 0.04% 146
2022
Q1 		$1.55M Buy
8,284
+78
+1% +$14.1K 0.05% 136
2021
Q4 		$1.34M Sell
8,206
-272
-3% -$46.4K 0.04% 150
2021
Q3 		$1.42M Sell
8,478
-231
-3% -$38.6K 0.05% 142
2021
Q2 		$1.44M Sell
8,709
-548
-6% -$85.8K 0.05% 140
2021
Q1 		$1.31M Buy
9,257
+6,676
+259% +$882K 0.06% 134
2020
Q4 		$312K Buy
2,581
+369
+17% +$40.9K 0.02% 193
2020
Q3 		$222K Hold
2,212
– – 0.02% 200
2020
Q2 		$211K Sell
2,212
-206
-9% -$19K 0.02% 192
2020
Q1 		$207K Sell
2,418
-320
-12% -$37.2K 0.03% 178
2019
Q4 		$341K Buy
2,738
+160
+6% +$19.1K 0.04% 156
2019
Q3 		$305K Buy
+2,578
New +$316K 0.04% 197

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evoke Wealth's AXP Position: Q1 2026 in Review

Evoke Wealth reduced its American Express (AXP) stake by 7% in Q1 2026, selling an estimated $287K and leaving 11,320 shares worth $3.42M. The position accounts for 0.06% of the portfolio, ranked #111.

Evoke Wealth first reported a position in AXP in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evoke Wealth held 11,320 shares of American Express worth $3.42M as of Q1 2026.
  • Evoke Wealth sold 857 American Express shares in Q1 2026, an estimated $287K.
  • American Express made up 0.06% of Evoke Wealth's portfolio in Q1 2026, its #111 holding.
  • Evoke Wealth first reported a position in American Express in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's American Express position peaked at $4.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.