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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
12,645
Value
$4.28M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,645$4.28M0.1%−7−0.1%ReducedHolders
Q1 202612,652$3.83M0.1%−1,229−8.9%ReducedHolders
Q4 202513,881$5.14M0.1%−260−1.8%ReducedHolders
Q3 202514,141$4.70M0.1%+549+4.0%AddedHolders
Q2 202513,592$4.34M0.1%−235−1.7%ReducedHolders
Q1 202513,827$3.72M0.1%−204−1.5%ReducedHolders
Q4 202414,031$4.16M0.1%+343+2.5%AddedHolders
Q3 202413,688$3.71M0.1%−560−3.9%ReducedHolders
Q2 202414,248$3.30M0.1%−237−1.6%ReducedHolders
Q1 202414,485$3.30M0.1%−279−1.9%ReducedHolders
Q4 202314,764$2.77M<0.1%−163−1.1%ReducedHolders
Q3 202314,927$2.23M<0.1%+632+4.4%AddedHolders
Q2 202314,295$2.49M<0.1%−824−5.5%ReducedHolders
Q1 202315,119$2.49M<0.1%−233−1.5%ReducedHolders
Q4 202215,352$2.27M<0.1%−59−0.4%ReducedHolders
Q3 202215,411$2.08M<0.1%+107+0.7%AddedHolders
Q2 202215,304$2.12M<0.1%+230+1.5%AddedHolders
Q1 202215,074$2.82M<0.1%−192−1.3%ReducedHolders
Q4 202115,266$2.50M<0.1%−165−1.1%ReducedHolders
Q3 202115,431$2.58M<0.1%−785−4.8%ReducedHolders
Q2 202116,216$2.68M<0.1%−154−0.9%ReducedHolders
Q1 202116,370$2.31M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.