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Green Ridge Wealth Planning’s American Express AXP Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$351K Sell
1,154
-73
-6% -$24.4K 0.14% 62
2026
Q2 		$415K Sell
1,227
-1
-0.1% -$320 0.17% 60
2026
Q1 		$371K Sell
1,228
-5
-0.4% -$1.68K 0.2% 55
2025
Q4 		$456K Buy
+1,233
New +$441K 0.23% 48

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Green Ridge Wealth Planning's AXP Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its American Express (AXP) stake by 5.9% in Q3 2026, selling an estimated $24.4K and leaving 1,154 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #62.

Green Ridge Wealth Planning first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $456K in Q4 2025. 115 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Green Ridge Wealth Planning held 1,154 shares of American Express worth $351K as of Q3 2026.
  • Green Ridge Wealth Planning sold 73 American Express shares in Q3 2026, an estimated $24.4K.
  • American Express made up 0.14% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #62 holding.
  • Green Ridge Wealth Planning first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's American Express position peaked at $456K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.