Hamilton Point Investment Advisors, LLC

Position in AXP — American Express Co

CIK 1599746 CHAPEL HILL, NC

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$20,972,176

+$2,190,588 QoQ

Shares Held

62,002

-0.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

3.83%

of 13F equity value

Holder Rank

#412

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hamilton Point Investment Advisors, LLC holds $29,874,743 across 4 Credit Services names. AXP ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	62,002	$20,972,176
2	V	Visa Inc.	24,313	$8,341,547
3	COF	Capital One Financial Corp	1,478	$296,516
4	MA	Mastercard Inc	515	$264,504

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,972,176	62,002	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$18,781,588	62,092	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$23,213,992	62,749	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$20,923,754	62,993	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$20,079,791	62,950	-4.4%	Shares	Sole	2025-07-28
2025-03-31	$17,722,592	65,871	+0.4%	Shares	Sole	2025-05-06
2024-12-31	$19,477,437	65,627	+0.2%	Shares	Sole	2025-01-23
2024-09-30	$17,767,668	65,515	-0.9%	Shares	Sole	2024-11-12
2024-06-30	$15,312,864	66,132	+1.2%	Shares	Sole	2024-08-06
2024-03-31	$14,881,363	65,358	-2.6%	Shares	Sole	2024-05-07
2023-12-31	$12,569,764	67,096	+1.2%	Shares	Sole	2024-01-30
2023-09-30	$9,891,147	66,299	-0.6%	Shares	Sole	2023-11-09
2023-06-30	$11,613,739	66,669	-2.8%	Shares	Sole	2023-08-03
2023-03-31	$11,319,363	68,623	+1.4%	Shares	Sole	2023-05-10
2022-12-31	$9,998,390	67,671	-0.1%	Shares	Sole	2023-01-30
2022-09-30	$9,141,501	67,760	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$9,438,219	68,087	+1.7%	Shares	Sole	2022-07-26
2022-03-31	$12,520,585	66,955	+1.2%	Shares	Sole	2022-05-12
2021-12-31	$10,819,195	66,132	+2.8%	Shares	Sole	2022-02-07
2021-09-30	$10,772,681	64,303	+0.4%	Shares	Sole	2021-10-26
2021-06-30	$10,582,320	64,046	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$9,035,752	63,884	+2.6%	Shares	Sole	2021-05-11
2020-12-31	$7,528,823	62,268	+0.2%	Shares	Sole	2021-02-04
2020-09-30	$6,228,332	62,128	+1.4%	Shares	Sole	2020-11-03
2020-06-30	$5,831,476	61,255	+60.2%	Shares	Sole	2020-08-03
2020-03-31	$3,273,640	38,239	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.