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Hamilton Capital’s American Express AXP Stock Holding History

Hamilton Capital’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 		$329K Sell
1,088
-288
-21% -$96.6K 0.02% 107
2025
Q4 		$509K Buy
+1,376
New +$492K 0.03% 72
2025
Q2 		$407K Buy
1,276
+63
+5% +$17.7K 0.02% 78
2025
Q1 		$326K Sell
1,213
-270
-18% -$79.8K 0.02% 89
2024
Q4 		$440K Sell
1,483
-4
-0.3% -$1.15K 0.03% 62
2024
Q3 		$402K Buy
1,487
+118
+9% +$29.4K 0.03% 70
2024
Q2 		$317K Sell
1,369
-929
-40% -$215K 0.02% 77
2024
Q1 		$523K Sell
2,298
-494
-18% -$102K 0.04% 59
2023
Q4 		$523K Sell
2,792
-310
-10% -$49.9K 0.04% 58
2023
Q3 		$463K Buy
3,102
+107
+4% +$17.5K 0.04% 59
2023
Q2 		$522K Sell
2,995
-124
-4% -$20K 0.04% 55
2023
Q1 		$514K Sell
3,119
-120
-4% -$19.9K 0.03% 54
2022
Q4 		$479K Buy
+3,239
New +$480K 0.03% 60
2022
Q3 		– Sell
-2,129
Closed -$295K – 102
2022
Q2 		$295K Buy
2,129
+57
+3% +$9.41K 0.02% 78
2022
Q1 		$387K Sell
2,072
-2,051
-50% -$370K 0.02% 68
2021
Q4 		$675K Buy
4,123
+2,278
+123% +$388K 0.05% 51
2021
Q3 		$309K Buy
+1,845
New +$308K 0.03% 59

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hamilton Capital's AXP Position: Q1 2026 in Review

Hamilton Capital reduced its American Express (AXP) stake by 21% in Q1 2026, selling an estimated $96.6K and leaving 1,088 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #107.

Hamilton Capital first reported a position in AXP in Q3 2021 and has held it in 17 quarters since. The position peaked at $675K in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Hamilton Capital held 1,088 shares of American Express worth $329K as of Q1 2026.
  • Hamilton Capital sold 288 American Express shares in Q1 2026, an estimated $96.6K.
  • American Express made up 0.02% of Hamilton Capital's portfolio in Q1 2026, its #107 holding.
  • Hamilton Capital first reported a position in American Express in Q3 2021 and has held it in 17 quarters since.
  • Hamilton Capital's American Express position peaked at $675K in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.