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 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 $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

Compass Ion Advisors's AXP Position: Q1 2026 in Review

Compass Ion Advisors reduced its American Express (AXP) stake by 0.13% in Q1 2026, selling an estimated $671 and leaving 1,492 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #187.

Compass Ion Advisors first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $553K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Compass Ion Advisors held 1,492 shares of American Express worth $451K as of Q1 2026.
Compass Ion Advisors sold 2 American Express shares in Q1 2026, an estimated $671.
American Express made up 0.04% of Compass Ion Advisors's portfolio in Q1 2026, its #187 holding.
Compass Ion Advisors first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's American Express position peaked at $553K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.