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Evolve Private Wealth’s American Express AXP Stock Holding History

Evolve Private 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 		$6.22M Buy
20,572
+905
+5% +$303K 0.33% 48
2025
Q4 		$7.28M Buy
+19,667
New +$7.04M 0.43% 33

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

Evolve Private Wealth's AXP Position: Q1 2026 in Review

Evolve Private Wealth increased its American Express (AXP) stake by 4.6% in Q1 2026, buying an estimated $303K and bringing the position to 20,572 shares worth $6.22M. The position accounts for 0.33% of the portfolio, ranked #48.

Evolve Private Wealth first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.28M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Evolve Private Wealth held 20,572 shares of American Express worth $6.22M as of Q1 2026.
  • Evolve Private Wealth bought 905 American Express shares in Q1 2026, an estimated $303K.
  • American Express made up 0.33% of Evolve Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Evolve Private Wealth first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's American Express position peaked at $7.28M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.