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Hudson Valley Investment Advisors’s American Express AXP Stock Holding History

Hudson Valley Investment Advisors’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 		$11.2M Sell
33,061
-1,907
-5% -$611K 1.36% 18
2026
Q1 		$10.6M Sell
34,968
-1,480
-4% -$496K 1.37% 18
2025
Q4 		$13.5M Sell
36,448
-7,769
-18% -$2.78M 1.49% 15
2025
Q3 		$14.7M Sell
44,217
-1,432
-3% -$455K 1.53% 16
2025
Q2 		$14.6M Sell
45,649
-106
-0.2% -$29.8K 1.59% 16
2025
Q1 		$12.3M Buy
45,755
+132
+0.3% +$39K 1.47% 17
2024
Q4 		$13.5M Sell
45,623
-2,913
-6% -$837K 1.53% 14
2024
Q3 		$13.2M Buy
48,536
+1,999
+4% +$498K 1.46% 17
2024
Q2 		$8.81M Sell
46,537
-4,669
-9% -$1.08M 1.14% 28
2024
Q1 		$11.7M Buy
51,206
+12,679
+33% +$2.63M 1.4% 17
2023
Q4 		$7.29M Sell
38,527
-215
-0.6% -$34.6K 1% 33
2023
Q3 		$5.78M Buy
38,742
+4,125
+12% +$675K 0.81% 40
2023
Q2 		$6.03M Buy
34,617
+7,191
+26% +$1.16M 0.82% 37
2023
Q1 		$4.52M Buy
27,426
+6,847
+33% +$1.14M 0.63% 50
2022
Q4 		$3.04M Buy
20,579
+622
+3% +$92.2K 0.46% 64
2022
Q3 		$2.69M Buy
19,957
+1,166
+6% +$176K 0.43% 66
2022
Q2 		$2.6M Buy
18,791
+1,672
+10% +$276K 0.41% 71
2022
Q1 		$3.2M Sell
17,119
-373
-2% -$67.4K 0.43% 66
2021
Q4 		$2.86M Buy
17,492
+2,072
+13% +$353K 0.45% 57
2021
Q3 		$2.58M Buy
15,420
+4,938
+47% +$826K 0.44% 58
2021
Q2 		$1.73M Buy
10,482
+1,882
+22% +$295K 0.3% 71
2021
Q1 		$1.22M Buy
+8,600
New +$1.14M 0.22% 86
2015
Q3 		– Sell
-3,270
Closed -$254K – 153
2015
Q2 		$254K Sell
3,270
-750
-19% -$59.5K 0.08% 126
2015
Q1 		$314K Buy
4,020
+1,375
+52% +$114K 0.11% 105
2014
Q4 		$246K Buy
2,645
+253
+11% +$22.7K 0.1% 109
2014
Q3 		$209K Buy
+2,392
New +$215K 0.09% 121

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hudson Valley Investment Advisors's AXP Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its American Express (AXP) stake by 5.5% in Q2 2026, selling an estimated $611K and leaving 33,061 shares worth $11.2M. The position accounts for 1.36% of the portfolio, ranked #18.

Hudson Valley Investment Advisors first reported a position in AXP in Q3 2014 and has held it in 26 quarters since. The position peaked at $14.7M in Q3 2025. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Hudson Valley Investment Advisors held 33,061 shares of American Express worth $11.2M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 1,907 American Express shares in Q2 2026, an estimated $611K.
  • American Express made up 1.36% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Hudson Valley Investment Advisors first reported a position in American Express in Q3 2014 and has held it in 26 quarters since.
  • Hudson Valley Investment Advisors's American Express position peaked at $14.7M in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.