Evelyn Partners Investment Management Services Ltd
Position in AXP — American Express Co
CIK 2065205
London, X0
Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,636
-$3,711 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $43,523,660 across 5 Credit Services names. AXP ranks #5 (0.0% of the industry book) .
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,636 | 55 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,347 | 55 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,268 | 55 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,692 | 184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $122,487 | 3,309 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $135,039 | 455 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||