Hunter Associates Investment Management’s American Express AXP Stock Holding History

Hunter Associates Investment Management’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	$1.16M	Buy	3,857 +1,148	+42%	+$385K	0.15%	128
2025 Q4	$1M	Buy	2,709 +5	+0.2%	+$1.79K	0.13%	132
2025 Q3	$898K	Hold	2,704	–	–	0.12%	141
2025 Q2	$862K	Hold	2,704	–	–	0.13%	140
2025 Q1	$728K	Hold	2,704	–	–	0.11%	150
2024 Q4	$802K	Buy	2,704 +180	+7%	+$51.7K	0.12%	142
2024 Q3	$685K	Hold	2,524	–	–	0.11%	150
2024 Q2	$585K	Hold	2,524	–	–	0.1%	160
2024 Q1	$575K	Hold	2,524	–	–	0.1%	166
2023 Q4	$473K	Hold	2,524	–	–	0.09%	180
2023 Q3	$377K	Buy	2,524 +106	+4%	+$17.3K	0.08%	193
2023 Q2	$421K	Sell	2,418 -49	-2%	-$7.91K	0.08%	182
2023 Q1	$407K	Sell	2,467 -200	-7%	-$33.2K	0.09%	175
2022 Q4	$394K	Hold	2,667	–	–	0.09%	157
2022 Q3	$360K	Hold	2,667	–	–	0.09%	159
2022 Q2	$370K	Buy	2,667 +249	+10%	+$41.1K	0.09%	158
2022 Q1	$452K	Hold	2,418	–	–	0.15%	91
2021 Q4	$396K	Hold	2,418	–	–	0.11%	103
2021 Q3	$405K	Hold	2,418	–	–	0.13%	102
2021 Q2	$400K	Sell	2,418 -1,021	-30%	-$160K	0.12%	100
2021 Q1	$486K	Sell	3,439 -125	-4%	-$16.5K	0.11%	129
2020 Q4	$431K	Buy	3,564 +621	+21%	+$68.8K	0.11%	130
2020 Q3	$295K	Hold	2,943	–	–	0.08%	140
2020 Q2	$280K	Hold	2,943	–	–	0.08%	138
2020 Q1	$252K	Hold	2,943	–	–	0.1%	122
2019 Q4	$366K	Hold	2,943	–	–	0.11%	120
2019 Q3	$348K	Buy	2,943 +300	+11%	+$36.8K	0.12%	123
2019 Q2	$326K	Hold	2,643	–	–	0.11%	124
2019 Q1	$289K	Hold	2,643	–	–	0.1%	130
2018 Q4	$252K	Hold	2,643	–	–	0.1%	130
2018 Q3	$281K	Hold	2,643	–	–	0.1%	138
2018 Q2	$259K	Hold	2,643	–	–	0.09%	141
2018 Q1	$247K	Hold	2,643	–	–	0.09%	145
2017 Q4	$262K	Hold	2,643	–	–	0.1%	139
2017 Q3	$239K	Hold	2,643	–	–	0.09%	145
2017 Q2	$223K	Hold	2,643	–	–	0.09%	151
2017 Q1	$209K	Sell	2,643 -2,418	-48%	-$189K	0.09%	155
2016 Q4	$375K	Buy	+5,061	New	+$350K	0.16%	108
2016 Q3	–	Sell	-4,173	Closed	-$254K	–	155
2016 Q2	$254K	Hold	4,173	–	–	0.11%	131
2016 Q1	$256K	Buy	4,173 +25	+0.6%	+$1.45K	0.12%	123
2015 Q4	$288K	Buy	4,148 +230	+6%	+$16.7K	0.13%	118
2015 Q3	$290K	Hold	3,918	–	–	0.14%	119
2015 Q2	$305K	Hold	3,918	–	–	0.13%	118
2015 Q1	$306K	Hold	3,918	–	–	0.12%	116
2014 Q4	$365K	Hold	3,918	–	–	0.14%	110
2014 Q3	$343K	Hold	3,918	–	–	0.13%	114
2014 Q2	$372K	Hold	3,918	–	–	0.15%	109
2014 Q1	$353K	Hold	3,918	–	–	0.14%	119
2013 Q4	$355K	Hold	3,918	–	–	0.14%	119
2013 Q3	$296K	Hold	3,918	–	–	0.12%	128
2013 Q2	$293K	Buy	+3,918	New	+$279K	0.11%	140

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hunter Associates Investment Management's AXP Position: Q1 2026 in Review

Hunter Associates Investment Management increased its American Express (AXP) stake by 42% in Q1 2026, buying an estimated $385K and bringing the position to 3,857 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #128.

Hunter Associates Investment Management first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Hunter Associates Investment Management held 3,857 shares of American Express worth $1.16M as of Q1 2026.
Hunter Associates Investment Management bought 1,148 American Express shares in Q1 2026, an estimated $385K.
American Express made up 0.15% of Hunter Associates Investment Management's portfolio in Q1 2026, its #128 holding.
Hunter Associates Investment Management first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hunter Associates Investment Management's 13F filing for Q1 2026, filed 27 Apr 2026.