Ranch Capital Advisors’s American Express AXP Stock Holding History

Ranch Capital Advisors’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	$622K	Hold	2,057	–	–	0.22%	93
2025 Q4	$761K	Hold	2,057	–	–	0.28%	83
2025 Q3	$683K	Buy	2,057 +1	+0%	+$318	0.26%	85
2025 Q2	$656K	Hold	2,056	–	–	0.28%	84
2025 Q1	$553K	Buy	2,056 +1	+0%	+$296	0.26%	89
2024 Q4	$610K	Hold	2,055	–	–	0.29%	79
2024 Q3	$557K	Hold	2,055	–	–	0.26%	92
2024 Q2	$476K	Buy	2,055 +1	+0%	+$232	0.25%	99
2024 Q1	$468K	Hold	2,054	–	–	0.25%	99
2023 Q4	$385K	Buy	2,054 +1	+0%	+$161	0.24%	108
2023 Q3	$306K	Sell	2,053 -1	-0%	-$164	0.21%	109
2023 Q2	$358K	Buy	2,054 +1	+0%	+$161	0.25%	104
2023 Q1	$339K	Hold	2,053	–	–	0.25%	109
2022 Q4	$303K	Hold	2,053	–	–	0.24%	113
2022 Q3	$277K	Buy	2,053 +1	+0%	+$151	0.23%	118
2022 Q2	$284K	Hold	2,052	–	–	0.22%	116
2022 Q1	$384K	Hold	2,052	–	–	0.25%	106
2021 Q4	$336K	Buy	2,052 +1	+0%	+$171	0.22%	114
2021 Q3	$344K	Hold	2,051	–	–	0.21%	115
2021 Q2	$338K	Buy	2,051 +1	+0%	+$157	0.2%	124
2021 Q1	$290K	Hold	2,050	–	–	0.19%	125
2020 Q4	$247K	Hold	2,050	–	–	0.18%	125
2020 Q3	$205K	Buy	2,050 +1	+0%	+$98	0.16%	135
2020 Q2	$208K	Sell	2,049 -100	-5%	-$9.21K	0.16%	136
2020 Q1	$184K	Hold	2,149	–	–	0.18%	122
2019 Q4	$268K	Sell	2,149 -46	-2%	-$5.5K	0.22%	120
2019 Q3	$260K	Buy	+2,195	New	+$269K	0.28%	112

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

Ranch Capital Advisors's AXP Position: Q1 2026 in Review

Ranch Capital Advisors held its American Express (AXP) position steady in Q1 2026 at 2,057 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #93.

Ranch Capital Advisors first reported a position in AXP in Q3 2019 and has held it in 27 quarters since. The position peaked at $761K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ranch Capital Advisors held 2,057 shares of American Express worth $622K as of Q1 2026.
Ranch Capital Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.22% of Ranch Capital Advisors's portfolio in Q1 2026, its #93 holding.
Ranch Capital Advisors first reported a position in American Express in Q3 2019 and has held it in 27 quarters since.
Ranch Capital Advisors's American Express position peaked at $761K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.