Evelyn Partners Investment Management LLP
Position in AXP — American Express Co
CIK 2065206
London, X0
Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,138,534
-$259,507 QoQ
Shares Held
3,764
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
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 LLP holds $140,099,175 across 5 Credit Services names. AXP ranks #3 (0.8% 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 | $1,138,534 | 3,764 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,398,041 | 3,779 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,311,699 | 3,949 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,259,652 | 3,949 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $1,213,146 | 4,509 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $1,360,485 | 4,584 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||