Ridgewood Investments’s American Express AXP Stock Holding History

Ridgewood Investments’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	$913K	Buy	3,002 +355	+13%	+$119K	0.34%	93
2026 Q2	$895K	Hold	2,647	–	–	0.34%	102
2026 Q1	$801K	Buy	+2,647	New	+$888K	0.33%	97
2025 Q3	$936K	Buy	2,817 +9	+0.3%	+$2.86K	0.39%	78
2025 Q2	$896K	Hold	2,808	–	–	0.39%	72
2025 Q1	$755K	Sell	2,808 -285	-9%	-$84.2K	0.35%	85
2024 Q4	$918K	Buy	3,093 +7	+0.2%	+$2.01K	0.44%	73
2024 Q3	$837K	Sell	3,086 -4	-0.1%	-$996	0.42%	72
2024 Q2	$715K	Sell	3,090 -1	-0%	-$232	0.36%	81
2024 Q1	$704K	Hold	3,091	–	–	0.37%	87
2023 Q4	$579K	Sell	3,091 -83	-3%	-$13.4K	0.34%	101
2023 Q3	$474K	Hold	3,174	–	–	0.31%	103
2023 Q2	$553K	Hold	3,174	–	–	0.31%	98
2023 Q1	$524K	Hold	3,174	–	–	0.32%	93
2022 Q4	$469K	Sell	3,174 -231	-7%	-$34.2K	0.33%	101
2022 Q3	$459K	Hold	3,405	–	–	0.38%	89
2022 Q2	$472K	Buy	3,405 +13	+0.4%	+$2.15K	0.37%	93
2022 Q1	$634K	Sell	3,392 -17	-0.5%	-$3.07K	0.42%	82
2021 Q4	$558K	Sell	3,409 -78	-2%	-$13.3K	0.35%	100
2021 Q3	$584K	Hold	3,487	–	–	0.4%	88
2021 Q2	$576K	Buy	3,487 +250	+8%	+$39.2K	0.37%	96
2021 Q1	$458K	Sell	3,237 -97	-3%	-$12.8K	0.28%	120
2020 Q4	$334K	Hold	3,334	–	–	0.26%	117
2020 Q3	$334K	Sell	3,334 -243	-7%	-$23.9K	0.26%	118
2020 Q2	$341K	Sell	3,577 -80	-2%	-$7.37K	0.28%	120
2020 Q1	$313K	Sell	3,657 -300	-8%	-$34.9K	0.32%	100
2019 Q4	$493K	Sell	3,957 -114	-3%	-$13.6K	0.35%	91
2019 Q3	$481K	Buy	4,071 +41	+1%	+$5.03K	0.37%	86
2019 Q2	$497K	Hold	4,030	–	–	0.39%	81
2019 Q1	$440K	Sell	4,030 -100	-2%	-$10.5K	0.36%	82
2018 Q4	$440K	Hold	4,130	–	–	0.35%	82
2018 Q3	$440K	Hold	4,130	–	–	0.35%	83
2018 Q2	$405K	Hold	4,130	–	–	0.36%	83
2018 Q1	$385K	Hold	4,130	–	–	0.35%	82
2017 Q4	$410K	Sell	4,130 -86	-2%	-$8.19K	0.37%	83
2017 Q3	$381K	Sell	4,216 -136	-3%	-$11.7K	0.36%	78
2017 Q2	$367K	Sell	4,352 -359	-8%	-$28.4K	0.37%	78
2017 Q1	$373K	Buy	4,711 +120	+3%	+$9.38K	0.4%	68
2016 Q4	$340K	Buy	+4,591	New	+$318K	0.4%	67

Other funds holding AXP

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Ridgewood Investments's AXP Position: Q3 2026 in Review

Ridgewood Investments increased its American Express (AXP) stake by 13% in Q3 2026, buying an estimated $119K and bringing the position to 3,002 shares worth $913K. The position accounts for 0.34% of the portfolio, ranked #93.

Ridgewood Investments first reported a position in AXP in Q4 2016 and has held it in 39 quarters since. The position peaked at $936K in Q3 2025. 113 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Ridgewood Investments held 3,002 shares of American Express worth $913K as of Q3 2026.
Ridgewood Investments bought 355 American Express shares in Q3 2026, an estimated $119K.
American Express made up 0.34% of Ridgewood Investments's portfolio in Q3 2026, its #93 holding.
Ridgewood Investments first reported a position in American Express in Q4 2016 and has held it in 39 quarters since.
Ridgewood Investments's American Express position peaked at $936K in Q3 2025.
113 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.