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 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 $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

Ridgecrest Wealth Partners's AXP Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its American Express (AXP) position steady in Q1 2026 at 1,579 shares worth $478K. The position accounts for 0.26% of the portfolio, ranked #60.

Ridgecrest Wealth Partners first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $621K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ridgecrest Wealth Partners held 1,579 shares of American Express worth $478K as of Q1 2026.
Ridgecrest Wealth Partners left its American Express share count unchanged in Q1 2026.
American Express made up 0.26% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #60 holding.
Ridgecrest Wealth Partners first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
Ridgecrest Wealth Partners's American Express position peaked at $621K in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.