HHM Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 1750086 CHATTANOOGA, TN

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$463,064

+$53,809 QoQ

Shares Held

1,369

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,067

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $3,814,693 across 6 Credit Services names. AXP ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,233	$2,481,569
2	AXP	American Express Co This page	1,369	$463,064
3	COF	Capital One Financial Corp	2,132	$427,721
4	MA	Mastercard Inc	769	$394,958
5	PYPL	PayPal Holdings, Inc.	657	$28,369
6	SYF	Synchrony Financial	250	$19,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,064	1,369	+1.2%	Shares	Sole	2026-07-13
2026-03-31	$409,255	1,353	+12.7%	Shares	Sole	2026-04-17
2025-12-31	$444,309	1,201	-1.2%	Shares	Sole	2026-01-22
2025-09-30	$403,906	1,216	+0.5%	Shares	Sole	2025-10-29
2025-06-30	$385,965	1,210	-16.7%	Shares	Sole	2025-08-11
2025-03-31	$390,929	1,453	0.0%	Shares	Sole	2025-05-08
2024-12-31	$431,235	1,453	-2.2%	Shares	Sole	2025-01-24
2024-09-30	$403,003	1,486	0.0%	Shares	Sole	2024-11-12
2024-06-30	$344,083	1,486	0.0%	Shares	Sole	2024-08-07
2024-03-31	$338,347	1,486	0.0%	Shares	Sole	2024-05-14
2023-12-31	$278,387	1,486	+12.9%	Shares	Sole	2024-02-05
2023-09-30	$196,334	1,316	0.0%	Shares	Sole	2023-11-03
2023-06-30	$229,247	1,316	0.0%	Shares	Sole	2023-08-14
2023-03-31	$217,074	1,316	0.0%	Shares	Sole	2023-05-02
2022-12-31	$194,439	1,316	-4.0%	Shares	Sole	2023-01-19
2022-09-30	$184,961	1,371	-22.6%	Shares	Sole	2022-11-04
2022-06-30	$245,496	1,771	0.0%	Shares	Sole	2022-08-08
2022-03-31	$331,177	1,771	0.0%	Shares	Sole	2022-04-27
2021-12-31	$289,735	1,771	0.0%	Shares	Sole	2022-02-03
2021-09-30	$296,695	1,771	0.0%	Shares	Sole	2021-11-02
2021-06-30	$292,622	1,771	0.0%	Shares	Sole	2021-07-27
2021-03-31	$250,490	1,771	+7.9%	Shares	Sole	2021-04-23
2020-12-31	$198,413	1,641	+16.7%	Shares	Sole	2021-01-28
2020-09-30	$140,951	1,406	+40.6%	Shares	Sole	2020-11-12
2020-06-30	$95,200	1,000	0.0%	Shares	Sole	2020-08-13
2020-03-31	$85,610	1,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.