Hamilton Point Investment Advisors, LLC

SEC CIK: 0001599746
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Hamilton Point Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q2 2026): 62,002
Value: $21.0M
% of portfolio: 3.0%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Hamilton Point Investment Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,002	$21.0M	3.0%	−90−0.1%	Reduced	Holders
Q1 2026	62,092	$18.8M	2.9%	−657−1.0%	Reduced	Holders
Q4 2025	62,749	$23.2M	3.5%	−244−0.4%	Reduced	Holders
Q3 2025	62,993	$20.9M	3.3%	+43+0.1%	Added	Holders
Q2 2025	62,950	$20.1M	3.3%	−2,921−4.4%	Reduced	Holders
Q1 2025	65,871	$17.7M	3.2%	+244+0.4%	Added	Holders
Q4 2024	65,627	$19.5M	3.5%	+112+0.2%	Added	Holders
Q3 2024	65,515	$17.8M	3.2%	−617−0.9%	Reduced	Holders
Q2 2024	66,132	$15.3M	3.0%	+774+1.2%	Added	Holders
Q1 2024	65,358	$14.9M	2.9%	−1,738−2.6%	Reduced	Holders
Q4 2023	67,096	$12.6M	2.5%	+797+1.2%	Added	Holders
Q3 2023	66,299	$9.89M	2.4%	−370−0.6%	Reduced	Holders
Q2 2023	66,669	$11.6M	2.8%	−1,954−2.8%	Reduced	Holders
Q1 2023	68,623	$11.3M	2.8%	+952+1.4%	Added	Holders
Q4 2022	67,671	$10.0M	2.8%	−89−0.1%	Reduced	Holders
Q3 2022	67,760	$9.14M	2.8%	−327−0.5%	Reduced	Holders
Q2 2022	68,087	$9.47M	2.8%	+1,132+1.7%	Added	Holders
Q1 2022	66,955	$12.5M	3.2%	+823+1.2%	Added	Holders
Q4 2021	66,132	$10.8M	2.6%	+1,829+2.8%	Added	Holders
Q3 2021	64,303	$10.8M	2.9%	+257+0.4%	Added	Holders
Q2 2021	64,046	$10.6M	2.9%	+162+0.3%	Added	Holders
Q1 2021	63,884	$9.06M	2.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.