Ranch Capital Advisors
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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
Q3 		$650K Buy
2,138
+80
+4% +$26.7K 0.2% 102
2026
Q2 		$696K Buy
2,058
+1
+0% +$320 0.22% 93
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ranch Capital Advisors's AXP Position: Q3 2026 in Review

Ranch Capital Advisors increased its American Express (AXP) stake by 3.9% in Q3 2026, buying an estimated $26.7K and bringing the position to 2,138 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #102.

Ranch Capital Advisors first reported a position in AXP in Q3 2019 and has held it in 29 quarters since. The position peaked at $761K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Ranch Capital Advisors held 2,138 shares of American Express worth $650K as of Q3 2026.
  • Ranch Capital Advisors bought 80 American Express shares in Q3 2026, an estimated $26.7K.
  • American Express made up 0.2% of Ranch Capital Advisors's portfolio in Q3 2026, its #102 holding.
  • Ranch Capital Advisors first reported a position in American Express in Q3 2019 and has held it in 29 quarters since.
  • Ranch Capital Advisors's American Express position peaked at $761K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Ranch Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.