Compass Capital Management’s American Express AXP Stock Holding History

Compass Capital Management’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	$912K	Buy	+3,000	New	+$1M	0.05%	67
2020 Q1	–	Sell	-1,985	Closed	-$247K	–	37
2019 Q4	$247K	Hold	1,985	–	–	0.03%	41
2019 Q3	$235K	Hold	1,985	–	–	0.03%	37
2019 Q2	$245K	Hold	1,985	–	–	0.03%	36
2019 Q1	$217K	Buy	+1,985	New	+$209K	0.03%	37
2018 Q4	–	Sell	-1,985	Closed	-$211K	–	39
2018 Q3	$211K	Buy	+1,985	New	+$206K	0.03%	43
2015 Q1	–	Sell	-2,200	Closed	-$205K	–	47
2014 Q4	$205K	Buy	+2,200	New	+$197K	0.04%	45
2014 Q3	–	Sell	-2,200	Closed	-$209K	–	58
2014 Q2	$209K	Buy	+2,200	New	+$198K	0.04%	57

Other funds holding AXP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Compass Capital Management's AXP Position: Q3 2026 in Review

Compass Capital Management opened a new position in American Express (AXP) in Q3 2026: 3,000 shares worth $912K. The stake represents 0.05% of the portfolio and ranks #67 among its holdings. This is a return to the name: Compass Capital Management previously reported a position in AXP as recently as Q4 2019.

Compass Capital Management first reported a position in AXP in Q2 2014 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Compass Capital Management held 3,000 shares of American Express worth $912K as of Q3 2026.
American Express was a new Compass Capital Management position in Q3 2026.
American Express made up 0.05% of Compass Capital Management's portfolio in Q3 2026, its #67 holding.
Compass Capital Management first reported a position in American Express in Q2 2014 and has held it in 8 quarters since.
2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Compass Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.