Hamilton Point Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21M | Sell |
62,002
-90
| -0.1% | -$28.8K | 2.95% | 7 |
|
|
2026
Q1 | $18.8M | Sell |
62,092
-657
| -1% | -$220K | 2.89% | 8 |
|
|
2025
Q4 | $23.2M | Sell |
62,749
-244
| -0.4% | -$87.3K | 3.53% | 7 |
|
|
2025
Q3 | $20.9M | Buy |
62,993
+43
| +0.1% | +$13.7K | 3.27% | 7 |
|
|
2025
Q2 | $20.1M | Sell |
62,950
-2,921
| -4% | -$822K | 3.31% | 6 |
|
|
2025
Q1 | $17.7M | Buy |
65,871
+244
| +0.4% | +$72.1K | 3.19% | 4 |
|
|
2024
Q4 | $19.5M | Buy |
65,627
+112
| +0.2% | +$32.2K | 3.44% | 5 |
|
|
2024
Q3 | $17.8M | Sell |
65,515
-617
| -0.9% | -$154K | 3.14% | 5 |
|
|
2024
Q2 | $15.3M | Buy |
66,132
+774
| +1% | +$179K | 2.91% | 6 |
|
|
2024
Q1 | $14.9M | Sell |
65,358
-1,738
| -3% | -$360K | 2.85% | 5 |
|
|
2023
Q4 | $12.6M | Buy |
67,096
+797
| +1% | +$128K | 2.51% | 6 |
|
|
2023
Q3 | $9.89M | Sell |
66,299
-370
| -0.6% | -$60.5K | 2.44% | 10 |
|
|
2023
Q2 | $11.6M | Sell |
66,669
-1,954
| -3% | -$315K | 2.78% | 4 |
|
|
2023
Q1 | $11.3M | Buy |
68,623
+952
| +1% | +$158K | 2.75% | 5 |
|
|
2022
Q4 | $10M | Sell |
67,671
-89
| -0.1% | -$13.2K | 2.75% | 9 |
|
|
2022
Q3 | $9.14M | Sell |
67,760
-327
| -0.5% | -$49.5K | 2.78% | 7 |
|
|
2022
Q2 | $9.47M | Buy |
68,087
+1,132
| +2% | +$187K | 2.76% | 8 |
|
|
2022
Q1 | $12.5M | Buy |
66,955
+823
| +1% | +$149K | 3.22% | 5 |
|
|
2021
Q4 | $10.8M | Buy |
66,132
+1,829
| +3% | +$312K | 2.57% | 9 |
|
|
2021
Q3 | $10.8M | Buy |
64,303
+257
| +0.4% | +$43K | 2.86% | 6 |
|
|
2021
Q2 | $10.6M | Buy |
64,046
+162
| +0.3% | +$25.4K | 2.87% | 7 |
|
|
2021
Q1 | $9.06M | Buy |
63,884
+1,616
| +3% | +$214K | 2.62% | 8 |
|
|
2020
Q4 | $7.53M | Buy |
62,268
+140
| +0.2% | +$15.5K | 2.37% | 9 |
|
|
2020
Q3 | $6.23M | Buy |
62,128
+873
| +1% | +$85.9K | 2.2% | 14 |
|
|
2020
Q2 | $5.83M | Buy |
61,255
+23,016
| +60% | +$2.12M | 2.25% | 15 |
|
|
2020
Q1 | $3.27M | Buy |
+38,239
| New | +$4.45M | 1.52% | 35 |
|
|
2015
Q4 | – | Sell |
-23,602
| Closed | -$1.75M | – | 73 |
|
|
2015
Q3 | $1.75M | Buy |
23,602
+2,423
| +11% | +$186K | 1.37% | 33 |
|
|
2015
Q2 | $1.65M | Sell |
21,179
-125
| -0.6% | -$9.92K | 1.33% | 37 |
|
|
2015
Q1 | $1.66M | Buy |
21,304
+680
| +3% | +$56.5K | 1.37% | 36 |
|
|
2014
Q4 | $1.92M | Buy |
20,624
+605
| +3% | +$54.2K | 1.65% | 29 |
|
|
2014
Q3 | $1.75M | Buy |
20,019
+158
| +0.8% | +$14.2K | 1.63% | 28 |
|
|
2014
Q2 | $1.88M | Sell |
19,861
-339
| -2% | -$30.6K | 1.75% | 26 |
|
|
2014
Q1 | $1.82M | Buy |
+20,200
| New | +$1.8M | 1.7% | 29 |
|
Other funds holding AXP
Hamilton Point Investment Advisors's AXP Position: Q2 2026 in Review
Hamilton Point Investment Advisors reduced its American Express (AXP) stake by 0.14% in Q2 2026, selling an estimated $28.8K and leaving 62,002 shares worth $21M. The position accounts for 2.95% of the portfolio, ranked #7.
Hamilton Point Investment Advisors first reported a position in AXP in Q1 2014 and has held it in 33 quarters since. The position peaked at $23.2M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Hamilton Point Investment Advisors held 62,002 shares of American Express worth $21M as of Q2 2026.
- Hamilton Point Investment Advisors sold 90 American Express shares in Q2 2026, an estimated $28.8K.
- American Express made up 2.95% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #7 holding.
- Hamilton Point Investment Advisors first reported a position in American Express in Q1 2014 and has held it in 33 quarters since.
- Hamilton Point Investment Advisors's American Express position peaked at $23.2M in Q4 2025.
- 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.