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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
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% -$2.37K 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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Compton Wealth Advisory Group's AXP Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $32K and leaving 773 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #79.

Compton Wealth Advisory Group first reported a position in AXP in Q1 2022 and has held it in 9 quarters since. The position peaked at $323K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Compton Wealth Advisory Group held 773 shares of American Express worth $269K as of Q2 2026.
  • Compton Wealth Advisory Group sold 100 American Express shares in Q2 2026, an estimated $32K.
  • American Express made up 0.05% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Compton Wealth Advisory Group first reported a position in American Express in Q1 2022 and has held it in 9 quarters since.
  • Compton Wealth Advisory Group's American Express position peaked at $323K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.