Ramsay Stattman Vela & Price’s American Express AXP Stock Holding History

Ramsay Stattman Vela & Price’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	–	Sell	-1,225	Closed	-$453K	–	80
2025 Q4	$453K	Hold	1,225	–	–	0.08%	65
2025 Q3	$407K	Hold	1,225	–	–	0.07%	69
2025 Q2	$391K	Sell	1,225 -6	-0.5%	-$1.69K	0.07%	69
2025 Q1	$331K	Buy	+1,231	New	+$364K	0.06%	69
2015 Q4	–	Sell	-56,940	Closed	-$4.22M	–	63
2015 Q3	$4.22M	Sell	56,940 -5,730	-9%	-$441K	2.18%	26
2015 Q2	$4.87M	Buy	62,670 +1,135	+2%	+$90K	2.39%	25
2015 Q1	$4.81M	Buy	+61,535	New	+$5.11M	2.33%	27

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ramsay Stattman Vela & Price's AXP Position: Q1 2026 in Review

Ramsay Stattman Vela & Price sold out of American Express (AXP) in Q1 2026, closing a stake of 1,225 shares — an estimated $453K sold.

Ramsay Stattman Vela & Price first reported a position in AXP in Q1 2015 and held it in 7 quarters. The position peaked at $4.87M in Q2 2015. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ramsay Stattman Vela & Price reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Ramsay Stattman Vela & Price sold 1,225 American Express shares in Q1 2026, an estimated $453K.
Ramsay Stattman Vela & Price first reported a position in American Express in Q1 2015 and held it in 7 quarters.
Ramsay Stattman Vela & Price's American Express position peaked at $4.87M in Q2 2015.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.