Amica Mutual Insurance’s American Express AXP Stock Holding History

Amica Mutual Insurance’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.35M	Buy	20,997 +6,172	+42%	+$2.07M	0.55%	49
2025 Q4	$5.49M	Hold	14,825	–	–	0.48%	53
2025 Q3	$4.92M	Sell	14,825 -2,071	-12%	-$659K	0.45%	50
2025 Q2	$5.39M	Sell	16,896 -2,085	-11%	-$587K	0.52%	49
2025 Q1	$5.11M	Sell	18,981 -10,362	-35%	-$3.06M	0.56%	51
2024 Q4	$8.71M	Hold	29,343	–	–	0.89%	26
2024 Q3	$7.96M	Sell	29,343 -6,436	-18%	-$1.6M	0.77%	35
2024 Q2	$8.29M	Sell	35,779 -7,329	-17%	-$1.7M	0.82%	32
2024 Q1	$9.81M	Hold	43,108	–	–	1%	24
2023 Q4	$8.08M	Hold	43,108	–	–	0.87%	32
2023 Q3	$6.43M	Hold	43,108	–	–	0.76%	38
2023 Q2	$7.51M	Sell	43,108 -7,219	-14%	-$1.16M	0.85%	34
2023 Q1	$8.3M	Sell	50,327 -19,953	-28%	-$3.31M	0.93%	31
2022 Q4	$10.4M	Buy	70,280 +7,953	+13%	+$1.18M	1.31%	19
2022 Q3	$8.41M	Buy	62,327 +5,709	+10%	+$864K	1.19%	21
2022 Q2	$7.85M	Buy	56,618 +7,676	+16%	+$1.27M	1%	30
2022 Q1	$9.15M	Sell	48,942 -2,576	-5%	-$465K	1.07%	27
2021 Q4	$8.43M	Hold	51,518	–	–	0.71%	37
2021 Q3	$8.63M	Buy	51,518 +5,927	+13%	+$991K	0.9%	35
2021 Q2	$7.53M	Sell	45,591 -27,225	-37%	-$4.26M	0.79%	42
2021 Q1	$10.3M	Buy	72,816 +10,550	+17%	+$1.39M	1.17%	21
2020 Q4	$7.53M	Hold	62,266	–	–	0.83%	34
2020 Q3	$6.24M	Hold	62,266	–	–	0.74%	35
2020 Q2	$5.93M	Hold	62,266	–	–	0.72%	33
2020 Q1	$5.33M	Hold	62,266	–	–	0.74%	32
2019 Q4	$7.75M	Hold	62,266	–	–	1.01%	13
2019 Q3	$7.37M	Sell	62,266 -15,892	-20%	-$1.95M	0.93%	18
2019 Q2	$9.65M	Hold	78,158	–	–	1.22%	10
2019 Q1	$8.54M	Hold	78,158	–	–	1.07%	13
2018 Q4	$7.45M	Hold	78,158	–	–	0.97%	19
2018 Q3	$8.32M	Hold	78,158	–	–	0.86%	18
2018 Q2	$7.66M	Hold	78,158	–	–	0.92%	18
2018 Q1	$7.29M	Sell	78,158 -30,659	-28%	-$2.97M	0.91%	19
2017 Q4	$10.8M	Sell	108,817 -19,741	-15%	-$1.88M	1.07%	13
2017 Q3	$11.6M	Hold	128,558	–	–	1.04%	15
2017 Q2	$10.8M	Hold	128,558	–	–	0.99%	15
2017 Q1	$10.2M	Hold	128,558	–	–	0.92%	18
2016 Q4	$9.52M	Hold	128,558	–	–	0.85%	20
2016 Q3	$8.23M	Hold	128,558	–	–	0.78%	27
2016 Q2	$7.81M	Hold	128,558	–	–	0.76%	31
2016 Q1	$7.89M	Buy	128,558 +18,000	+16%	+$1.05M	0.75%	31
2015 Q4	$7.69M	Hold	110,558	–	–	0.7%	33
2015 Q3	$8.2M	Buy	110,558 +45,489	+70%	+$3.5M	0.78%	31
2015 Q2	$5.06M	Hold	65,069	–	–	0.44%	66
2015 Q1	$5.08M	Hold	65,069	–	–	0.42%	67
2014 Q4	$6.05M	Hold	65,069	–	–	0.47%	61
2014 Q3	$5.7M	Hold	65,069	–	–	0.45%	61
2014 Q2	$6.17M	Hold	65,069	–	–	0.49%	58
2014 Q1	$5.86M	Sell	65,069 -14,722	-18%	-$1.32M	0.48%	57
2013 Q4	$7.24M	Hold	79,791	–	–	0.58%	48
2013 Q3	$6.03M	Hold	79,791	–	–	0.51%	51
2013 Q2	$5.96M	Buy	+79,791	New	+$5.68M	0.52%	49

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amica Mutual Insurance's AXP Position: Q1 2026 in Review

Amica Mutual Insurance increased its American Express (AXP) stake by 42% in Q1 2026, buying an estimated $2.07M and bringing the position to 20,997 shares worth $6.35M. The position accounts for 0.55% of the portfolio, ranked #49.

Amica Mutual Insurance first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q3 2017. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Amica Mutual Insurance held 20,997 shares of American Express worth $6.35M as of Q1 2026.
Amica Mutual Insurance bought 6,172 American Express shares in Q1 2026, an estimated $2.07M.
American Express made up 0.55% of Amica Mutual Insurance's portfolio in Q1 2026, its #49 holding.
Amica Mutual Insurance first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Amica Mutual Insurance's American Express position peaked at $11.6M in Q3 2017.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Amica Mutual Insurance's 13F filing for Q1 2026, filed 6 May 2026.