Evercore Wealth Management, LLC

Position in AXP — American Express Co

CIK 1482689 New York, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,277,170

+$450,194 QoQ

Shares Held

12,645

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#863

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $216,815,934 across 5 Credit Services names. AXP ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	389,561	$200,078,529
2	V	Visa Inc.	33,672	$11,552,526
3	AXP	American Express Co This page	12,645	$4,277,170
4	COF	Capital One Financial Corp	3,362	$674,484
5	ECPG	Encore Capital Group Inc	2,500	$233,225

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,277,170	12,645	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$3,826,976	12,652	-8.9%	Shares	Sole	2026-05-15
2025-12-31	$5,135,275	13,881	-1.8%	Shares	Defined	2026-02-17
2025-09-30	$4,697,074	14,141	+4.0%	Shares	Sole	2025-11-14
2025-06-30	$4,335,575	13,592	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$3,720,153	13,827	-1.5%	Shares	Defined	2025-05-15
2024-12-31	$4,164,260	14,031	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$3,712,185	13,688	-3.9%	Shares	Defined	2024-11-14
2024-06-30	$3,299,124	14,248	-1.6%	Shares	Sole	2024-08-14
2024-03-31	$3,298,088	14,485	-1.9%	Shares	Defined	2024-05-15
2023-12-31	$2,765,887	14,764	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$2,226,958	14,927	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$2,490,189	14,295	-5.5%	Shares	Defined	2023-08-04
2023-03-31	$2,493,878	15,119	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$2,268,257	15,352	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$2,079,097	15,411	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$2,121,439	15,304	+1.5%	Shares	Sole	2022-08-15
2022-03-31	$2,818,838	15,074	-1.3%	Shares	Defined	2022-05-16
2021-12-31	$2,497,517	15,266	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$2,585,155	15,431	-4.8%	Shares	Defined	2021-11-15
2021-06-30	$2,679,368	16,216	-0.9%	Shares	Defined	2021-08-16
2021-03-31	$2,315,372	16,370	+1.4%	Shares	Defined	2021-05-17
2020-12-31	$1,952,333	16,147	-7.8%	Shares	Defined	2021-02-16
2020-09-30	$1,755,877	17,515	-1.7%	Shares	Defined	2020-11-16
2020-06-30	$1,696,559	17,821	+10.9%	Shares	Defined	2020-08-13
2020-03-31	$1,375,922	16,072	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.