Ridgecrest Wealth Partners
AXP icon

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
Q3 		$477K Sell
1,570
-121
-7% -$40.4K 0.22% 61
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ridgecrest Wealth Partners's AXP Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its American Express (AXP) stake by 7.2% in Q3 2026, selling an estimated $40.4K and leaving 1,570 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #61.

Ridgecrest Wealth Partners first reported a position in AXP in Q3 2021 and has held it in 21 quarters since. The position peaked at $621K in Q3 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Ridgecrest Wealth Partners held 1,570 shares of American Express worth $477K as of Q3 2026.
  • Ridgecrest Wealth Partners sold 121 American Express shares in Q3 2026, an estimated $40.4K.
  • American Express made up 0.22% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #61 holding.
  • Ridgecrest Wealth Partners first reported a position in American Express in Q3 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's American Express position peaked at $621K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.