Compton Wealth Advisory Group’s American Express AXP Stock Holding History

Compton Wealth Advisory Group’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	$234K	Hold	773	–	–	0.05%	89
2026 Q2	$269K	Sell	773 -100	-11%	-$32K	0.05%	79
2026 Q1	$263K	Hold	873	–	–	0.06%	80
2025 Q4	$323K	Hold	873	–	–	0.07%	75
2025 Q3	$290K	Buy	873 +80	+10%	+$25.4K	0.07%	76
2025 Q2	$253K	Buy	793 +7	+0.9%	+$1.97K	0.06%	81
2025 Q1	$211K	Sell	786 -8	-1%	-$2.36K	0.06%	80
2024 Q4	$236K	Hold	794	–	–	0.06%	99
2024 Q3	$215K	Buy	+794	New	+$198K	0.05%	107
2022 Q2	–	Sell	-1,367	Closed	-$256K	–	99
2022 Q1	$256K	Buy	+1,367	New	+$247K	0.1%	105

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Compton Wealth Advisory Group's AXP Position: Q3 2026 in Review

Compton Wealth Advisory Group held its American Express (AXP) position steady in Q3 2026 at 773 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #89.

Compton Wealth Advisory Group first reported a position in AXP in Q1 2022 and has held it in 10 quarters since. The position peaked at $323K in Q4 2025. 632 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Compton Wealth Advisory Group held 773 shares of American Express worth $234K as of Q3 2026.
Compton Wealth Advisory Group left its American Express share count unchanged in Q3 2026.
American Express made up 0.05% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #89 holding.
Compton Wealth Advisory Group first reported a position in American Express in Q1 2022 and has held it in 10 quarters since.
Compton Wealth Advisory Group's American Express position peaked at $323K in Q4 2025.
632 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.