HM Payson & Co’s American Express AXP Stock Holding History

HM Payson & Co’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	$38.6M	Buy	114,034 +35,406	+45%	+$11.3M	0.51%	50
2026 Q1	$23.8M	Sell	78,628 -238	-0.3%	-$79.8K	0.34%	60
2025 Q4	$29.2M	Sell	78,866 -377	-0.5%	-$135K	0.41%	54
2025 Q3	$26.3M	Sell	79,243 -583	-0.7%	-$185K	0.38%	55
2025 Q2	$25.5M	Sell	79,826 -928	-1%	-$261K	0.4%	54
2025 Q1	$21.7M	Sell	80,754 -3,742	-4%	-$1.11M	0.38%	55
2024 Q4	$25.1M	Buy	84,496 +3,182	+4%	+$914K	0.43%	58
2024 Q3	$22.1M	Sell	81,314 -530	-0.6%	-$132K	0.38%	60
2024 Q2	$19M	Sell	81,844 -1,615	-2%	-$374K	0.34%	58
2024 Q1	$19M	Sell	83,459 -279	-0.3%	-$57.9K	0.35%	61
2023 Q4	$15.7M	Sell	83,738 -4,974	-6%	-$801K	0.32%	60
2023 Q3	$13.2M	Sell	88,712 -3,388	-4%	-$554K	0.31%	62
2023 Q2	$16M	Sell	92,100 -31,514	-25%	-$5.08M	0.36%	59
2023 Q1	$20.4M	Sell	123,614 -3,176	-3%	-$527K	0.49%	53
2022 Q4	$18.7M	Sell	126,790 -6,383	-5%	-$946K	0.47%	51
2022 Q3	$18M	Sell	133,173 -143,836	-52%	-$21.8M	0.49%	52
2022 Q2	$38.4M	Sell	277,009 -105,443	-28%	-$17.4M	0.98%	36
2022 Q1	$71.5M	Sell	382,452 -2,669	-0.7%	-$482K	1.63%	18
2021 Q4	$63M	Buy	385,121 +10,903	+3%	+$1.86M	1.37%	26
2021 Q3	$62.7M	Buy	374,218 +5,359	+1%	+$896K	1.53%	20
2021 Q2	$60.9M	Buy	368,859 +11,357	+3%	+$1.78M	1.49%	23
2021 Q1	$50.6M	Buy	357,502 +18,973	+6%	+$2.51M	1.35%	26
2020 Q4	$40.9M	Buy	338,529 +10,339	+3%	+$1.15M	1.13%	31
2020 Q3	$32.9M	Sell	328,190 -1,499	-0.5%	-$147K	1.01%	33
2020 Q2	$31.4M	Buy	329,689 +6,219	+2%	+$573K	1.05%	33
2020 Q1	$27.7M	Buy	323,470 +57,825	+22%	+$6.73M	1.09%	32
2019 Q4	$33.1M	Buy	265,645 +18,501	+7%	+$2.21M	1.06%	34
2019 Q3	$29.2M	Buy	247,144 +12,550	+5%	+$1.54M	1.03%	34
2019 Q2	$29M	Buy	234,594 +9,482	+4%	+$1.11M	1.04%	36
2019 Q1	$24.6M	Buy	225,112 +222,134	+7,459%	+$23.3M	0.94%	41
2018 Q4	$284K	Sell	2,978 -76,123	-96%	-$7.96M	0.83%	44
2018 Q3	$8.42M	Buy	+79,101	New	+$8.23M	0.38%	60
2018 Q2	–	Sell	-118,746	Closed	-$11.1M	–	355
2018 Q1	$11.1M	Sell	118,746 -6,841	-5%	-$663K	0.46%	59
2017 Q4	$12.5M	Buy	125,587 +284	+0.2%	+$27K	0.5%	52
2017 Q3	$11.3M	Sell	125,303 -2,887	-2%	-$248K	0.49%	55
2017 Q2	$10.8M	Sell	128,190 -5,343	-4%	-$423K	0.49%	58
2017 Q1	$10.6M	Buy	133,533 +4,066	+3%	+$318K	0.48%	60
2016 Q4	$9.59M	Sell	129,467 -13,760	-10%	-$953K	0.46%	62
2016 Q3	$9.17M	Sell	143,227 -34,019	-19%	-$2.19M	0.45%	61
2016 Q2	$10.8M	Buy	177,246 +11,500	+7%	+$729K	0.54%	57
2016 Q1	$10.2M	Buy	165,746 +42,109	+34%	+$2.45M	0.53%	57
2015 Q4	$8.6M	Sell	123,637 -77,331	-38%	-$5.63M	0.44%	64
2015 Q3	$14.9M	Sell	200,968 -529	-0.3%	-$40.7K	0.81%	37
2015 Q2	$15.7M	Sell	201,497 -15,135	-7%	-$1.2M	0.78%	41
2015 Q1	$16.9M	Buy	216,632 +39,348	+22%	+$3.27M	0.85%	38
2014 Q4	$16.5M	Buy	177,284 +8,367	+5%	+$750K	0.82%	38
2014 Q3	$14.8M	Buy	+168,917	New	+$15.2M	0.76%	40
2014 Q2	–	Sell	-162,940	Closed	-$14.7M	–	290
2014 Q1	$14.7M	Buy	162,940 +48,388	+42%	+$4.32M	0.78%	41
2013 Q4	$10.4M	Sell	114,552 -10,357	-8%	-$851K	0.56%	55
2013 Q3	$9.43M	Sell	124,909 -530	-0.4%	-$39.9K	0.55%	56
2013 Q2	$9.38M	Buy	+125,439	New	+$8.92M	0.56%	58

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HM Payson & Co's AXP Position: Q2 2026 in Review

HM Payson & Co increased its American Express (AXP) stake by 45% in Q2 2026, buying an estimated $11.3M and bringing the position to 114,034 shares worth $38.6M. The position accounts for 0.51% of the portfolio, ranked #50.

HM Payson & Co first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. The position peaked at $71.5M in Q1 2022. 596 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

HM Payson & Co held 114,034 shares of American Express worth $38.6M as of Q2 2026.
HM Payson & Co bought 35,406 American Express shares in Q2 2026, an estimated $11.3M.
American Express made up 0.51% of HM Payson & Co's portfolio in Q2 2026, its #50 holding.
HM Payson & Co first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
HM Payson & Co's American Express position peaked at $71.5M in Q1 2022.
596 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.