COMPASS FINANCIAL MANAGEMENT LLC’s American Express AXP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$483K	Buy	+1,414	New	+$453K	0.06%	279

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AXP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in American Express (AXP) in Q2 2026: 1,414 shares worth $483K. The stake represents 0.06% of the portfolio and ranks #279 among its holdings.

2,380 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,414 shares of American Express worth $483K as of Q2 2026.
American Express was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
American Express made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #279 holding.
2,380 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.