Hyperion Capital Advisors’s American Express AXP Stock Holding History

Hyperion Capital 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 Q1	$281K	Hold	930	–	–	0.14%	55
2025 Q4	$344K	Sell	930 -450	-33%	-$161K	0.17%	45
2025 Q3	$458K	Hold	1,380	–	–	0.25%	37
2025 Q2	$440K	Hold	1,380	–	–	0.28%	36
2025 Q1	$371K	Hold	1,380	–	–	0.2%	44
2024 Q4	$410K	Sell	1,380 -300	-18%	-$86.2K	0.21%	38
2024 Q3	$456K	Hold	1,680	–	–	0.21%	37
2024 Q2	$389K	Sell	1,680 -500	-23%	-$116K	0.18%	38
2024 Q1	$496K	Hold	2,180	–	–	0.23%	37
2023 Q4	$408K	Buy	2,180 +500	+30%	+$80.5K	0.22%	37
2023 Q3	$251K	Buy	+1,680	New	+$275K	0.14%	53

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

Hyperion Capital Advisors's AXP Position: Q1 2026 in Review

Hyperion Capital Advisors held its American Express (AXP) position steady in Q1 2026 at 930 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #55.

Hyperion Capital Advisors first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $496K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Hyperion Capital Advisors held 930 shares of American Express worth $281K as of Q1 2026.
Hyperion Capital Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.14% of Hyperion Capital Advisors's portfolio in Q1 2026, its #55 holding.
Hyperion Capital Advisors first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
Hyperion Capital Advisors's American Express position peaked at $496K in Q1 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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