Compass Ion Advisors’s American Express AXP Stock Holding History

Compass Ion Advisors’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	$487K	Sell	1,439 -53	-4%	-$17K	0.04%	192
2026 Q1	$451K	Sell	1,492 -2	-0.1%	-$671	0.04%	187
2025 Q4	$553K	Sell	1,494 -13	-0.9%	-$4.65K	0.05%	168
2025 Q3	$501K	Sell	1,507 -3	-0.2%	-$954	0.05%	176
2025 Q2	$482K	Buy	1,510 +10	+0.7%	+$2.81K	0.05%	173
2025 Q1	$404K	Hold	1,500	–	–	0.05%	184
2024 Q4	$445K	Hold	1,500	–	–	0.05%	171
2024 Q3	$407K	Buy	1,500 +10	+0.7%	+$2.49K	0.05%	182
2024 Q2	$339K	Hold	1,490	–	–	0.05%	178
2024 Q1	$339K	Sell	1,490 -7	-0.5%	-$1.45K	0.05%	178
2023 Q4	$280K	Sell	1,497 -22	-1%	-$3.54K	0.04%	195
2023 Q3	$227K	Buy	+1,519	New	+$248K	0.04%	207

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Compass Ion Advisors's AXP Position: Q2 2026 in Review

Compass Ion Advisors reduced its American Express (AXP) stake by 3.6% in Q2 2026, selling an estimated $17K and leaving 1,439 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #192.

Compass Ion Advisors first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $553K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Compass Ion Advisors held 1,439 shares of American Express worth $487K as of Q2 2026.
Compass Ion Advisors sold 53 American Express shares in Q2 2026, an estimated $17K.
American Express made up 0.04% of Compass Ion Advisors's portfolio in Q2 2026, its #192 holding.
Compass Ion Advisors first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
Compass Ion Advisors's American Express position peaked at $553K in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.