EVERMAY WEALTH MANAGEMENT LLC

Position in AXP — American Express Co

CIK 1066816 ARLINGTON, VA

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,468,005

+$236,609 QoQ

Shares Held

4,340

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,357

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $5,423,995 across 5 Credit Services names. AXP ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,240	$2,827,061
2	AXP	American Express Co This page	4,340	$1,468,005
3	MA	Mastercard Inc	1,784	$916,262
4	COF	Capital One Financial Corp	983	$197,209
5	PYPL	PayPal Holdings, Inc.	358	$15,458

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,468,005	4,340	+6.6%	Shares	Sole	2026-07-27
2026-03-31	$1,231,396	4,071	+0.7%	Shares	Sole	2026-05-12
2025-12-31	$1,496,077	4,044	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$1,339,933	4,034	-1.5%	Shares	Sole	2025-11-05
2025-06-30	$1,305,904	4,094	+2.8%	Shares	Sole	2025-07-30
2025-03-31	$1,071,626	3,983	-1.4%	Shares	Sole	2025-05-07
2024-12-31	$1,199,328	4,041	0.0%	Shares	Sole	2025-01-24
2024-09-30	$1,095,919	4,041	0.0%	Shares	Sole	2024-10-25
2024-06-30	$935,693	4,041	0.0%	Shares	Sole	2024-08-01
2024-03-31	$920,095	4,041	-1.9%	Shares	Sole	2024-05-14
2023-12-31	$772,028	4,121	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$618,690	4,147	+1.2%	Shares	Sole	2023-11-14
2023-06-30	$713,523	4,096	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$686,027	4,159	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$613,605	4,153	-1.0%	Shares	Sole	2023-01-19
2022-09-30	$566,082	4,196	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$590,659	4,261	-7.6%	Shares	Sole	2022-08-15
2022-03-31	$862,257	4,611	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$734,727	4,491	0.0%	Shares	Sole	2022-02-14
2021-09-30	$752,377	4,491	-47.7%	Shares	Sole	2021-11-12
2021-06-30	$1,419,490	8,591	-2.7%	Shares	Sole	2021-08-13
2021-03-31	$1,249,056	8,831	-7.5%	Shares	Sole	2021-05-10
2020-12-31	$1,153,965	9,544	-11.9%	Shares	Sole	2021-02-16
2020-09-30	$1,086,309	10,836	+26.6%	Shares	Sole	2020-11-05
2020-06-30	$814,531	8,556	+30.3%	Shares	Sole	2020-07-20
2020-03-31	$562,115	6,566	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.