Compass Wealth Management’s American Express AXP Stock Holding History

Compass Wealth 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 Q1	$3.59M	Sell	11,861 -702	-6%	-$235K	0.89%	48
2025 Q4	$4.65M	Sell	12,563 -572	-4%	-$205K	1.16%	35
2025 Q3	$4.36M	Sell	13,135 -434	-3%	-$138K	0.97%	40
2025 Q2	$4.33M	Sell	13,569 -1	-0%	-$281	1.03%	39
2025 Q1	$3.65M	Sell	13,570 -515	-4%	-$152K	0.93%	40
2024 Q4	$4.18M	Hold	14,085	–	–	1.01%	36
2024 Q3	$3.82M	Sell	14,085 -920	-6%	-$229K	0.9%	42
2024 Q2	$3.47M	Sell	15,005 -63	-0.4%	-$14.6K	0.86%	41
2024 Q1	$3.43M	Sell	15,068 -16	-0.1%	-$3.32K	0.86%	42
2023 Q4	$2.83M	Sell	15,084 -200	-1%	-$32.2K	0.79%	48
2023 Q3	$2.28M	Sell	15,284 -325	-2%	-$53.2K	0.72%	47
2023 Q2	$2.72M	Buy	15,609 +25	+0.2%	+$4.03K	0.82%	41
2023 Q1	$2.57M	Buy	15,584 +302	+2%	+$50.1K	0.82%	41
2022 Q4	$2.26M	Buy	+15,282	New	+$2.26M	0.74%	47

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 Wealth Management's AXP Position: Q1 2026 in Review

Compass Wealth Management reduced its American Express (AXP) stake by 5.6% in Q1 2026, selling an estimated $235K and leaving 11,861 shares worth $3.59M. The position accounts for 0.89% of the portfolio, ranked #48.

Compass Wealth Management first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.65M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Compass Wealth Management held 11,861 shares of American Express worth $3.59M as of Q1 2026.
Compass Wealth Management sold 702 American Express shares in Q1 2026, an estimated $235K.
American Express made up 0.89% of Compass Wealth Management's portfolio in Q1 2026, its #48 holding.
Compass Wealth Management first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's American Express position peaked at $4.65M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.