Ridgecrest Wealth Partners’s American Express AXP Stock Holding History

Ridgecrest Wealth Partners’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	$572K	Buy	1,691 +112	+7%	+$35.9K	0.28%	55
2026 Q1	$478K	Hold	1,579	–	–	0.26%	60
2025 Q4	$584K	Sell	1,579 -291	-16%	-$104K	0.32%	51
2025 Q3	$621K	Hold	1,870	–	–	0.28%	60
2025 Q2	$596K	Sell	1,870 -3	-0.2%	-$844	0.31%	58
2025 Q1	$504K	Hold	1,873	–	–	0.26%	63
2024 Q4	$556K	Sell	1,873 -330	-15%	-$94.8K	0.3%	54
2024 Q3	$597K	Sell	2,203 -10	-0.5%	-$2.49K	0.31%	57
2024 Q2	$512K	Hold	2,213	–	–	0.31%	58
2024 Q1	$504K	Sell	2,213 -125	-5%	-$25.9K	0.3%	58
2023 Q4	$438K	Buy	2,338 +362	+18%	+$58.3K	0.29%	60
2023 Q3	$295K	Sell	1,976 -10	-0.5%	-$1.64K	0.21%	75
2023 Q2	$346K	Buy	1,986 +140	+8%	+$22.6K	0.23%	69
2023 Q1	$304K	Hold	1,846	–	–	0.22%	71
2022 Q4	$273K	Hold	1,846	–	–	0.21%	74
2022 Q3	$249K	Hold	1,846	–	–	0.2%	76
2022 Q2	$256K	Hold	1,846	–	–	0.19%	84
2022 Q1	$345K	Sell	1,846 -50	-3%	-$9.03K	0.22%	82
2021 Q4	$310K	Buy	1,896 +150	+9%	+$25.6K	0.15%	100
2021 Q3	$293K	Buy	+1,746	New	+$292K	0.16%	94

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Ridgecrest Wealth Partners's AXP Position: Q2 2026 in Review

Ridgecrest Wealth Partners increased its American Express (AXP) stake by 7.1% in Q2 2026, buying an estimated $35.9K and bringing the position to 1,691 shares worth $572K. The position accounts for 0.28% of the portfolio, ranked #55.

Ridgecrest Wealth Partners first reported a position in AXP in Q3 2021 and has held it in 20 quarters since. The position peaked at $621K in Q3 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ridgecrest Wealth Partners held 1,691 shares of American Express worth $572K as of Q2 2026.
Ridgecrest Wealth Partners bought 112 American Express shares in Q2 2026, an estimated $35.9K.
American Express made up 0.28% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #55 holding.
Ridgecrest Wealth Partners first reported a position in American Express in Q3 2021 and has held it in 20 quarters since.
Ridgecrest Wealth Partners's American Express position peaked at $621K in Q3 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.