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Rice Partnership’s American Express AXP Stock Holding History

Rice Partnership’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
Q2 		$14.9M Sell
44,017
-433
-1% -$139K 1.81% 16
2026
Q1 		$13.4M Sell
44,450
-6,173
-12% -$2.07M 1.84% 16
2025
Q4 		$18.7M Buy
50,623
+2,926
+6% +$1.05M 2.53% 13
2025
Q3 		$15.8M Sell
47,697
-976
-2% -$310K 2.25% 12
2025
Q2 		$15.5M Sell
48,673
-9,995
-17% -$2.81M 2.7% 12
2025
Q1 		$15.8M Sell
58,668
-2,359
-4% -$697K 3.24% 7
2024
Q4 		$18.1M Buy
61,027
+1,258
+2% +$361K 3.45% 7
2024
Q3 		$16.2M Buy
59,769
+974
+2% +$243K 3.26% 8
2024
Q2 		$13.6M Buy
58,795
+1,273
+2% +$295K 2.96% 12
2024
Q1 		$13.1M Sell
57,522
-124
-0.2% -$25.7K 3.09% 10
2023
Q4 		$10.8M Buy
57,646
+1,346
+2% +$217K 2.82% 10
2023
Q3 		$8.4M Buy
56,300
+1,142
+2% +$187K 2.38% 12
2023
Q2 		$9.61M Buy
55,158
+236
+0.4% +$38.1K 2.63% 10
2023
Q1 		$9.06M Sell
54,922
-1,814
-3% -$301K 2.72% 9
2022
Q4 		$8.38M Sell
56,736
-1,221
-2% -$181K 2.65% 12
2022
Q3 		$7.82M Buy
57,957
+3,599
+7% +$545K 2.51% 11
2022
Q2 		$7.54M Sell
54,358
-5,215
-9% -$861K 2.64% 10
2022
Q1 		$11.1M Buy
59,573
+1,347
+2% +$243K 3.21% 9
2021
Q4 		$9.53M Buy
58,226
+2,138
+4% +$365K 2.71% 11
2021
Q3 		$9.4M Buy
56,088
+374
+0.7% +$62.5K 2.97% 9
2021
Q2 		$9.21M Sell
55,714
-1,524
-3% -$239K 2.9% 9
2021
Q1 		$8.1M Buy
57,238
+3,596
+7% +$475K 2.87% 10
2020
Q4 		$6.49M Buy
53,642
+26,164
+95% +$2.9M 2.42% 14
2020
Q3 		$2.75M Buy
+27,478
New +$2.7M 1.2% 26

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rice Partnership's AXP Position: Q2 2026 in Review

Rice Partnership reduced its American Express (AXP) stake by 0.97% in Q2 2026, selling an estimated $139K and leaving 44,017 shares worth $14.9M. The position accounts for 1.81% of the portfolio, ranked #16.

Rice Partnership first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.7M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Rice Partnership held 44,017 shares of American Express worth $14.9M as of Q2 2026.
  • Rice Partnership sold 433 American Express shares in Q2 2026, an estimated $139K.
  • American Express made up 1.81% of Rice Partnership's portfolio in Q2 2026, its #16 holding.
  • Rice Partnership first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
  • Rice Partnership's American Express position peaked at $18.7M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.