Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,587,745
+$219,628 QoQ
Shares Held
4,694
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,290
of 2,944 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $18,882,277 across 6 Credit Services names. AXP ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,837 | $5,776,606 | |
| 2 | MA |
Mastercard Inc
|
9,422 | $4,839,139 | |
| 3 | SYF |
Synchrony Financial
|
47,424 | $3,606,595 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
61,345 | $2,648,877 | |
| 5 | AXP |
American Express Co
This page
|
4,694 | $1,587,745 | |
| 6 | ATLC |
Atlanticus Holdings Corp
|
4,140 | $423,315 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,745 | 4,694 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,368,117 | 4,523 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,208,601 | 5,970 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,961,736 | 5,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,780,227 | 5,581 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,508,563 | 5,607 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,729,988 | 5,829 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,570,790 | 5,792 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,306,636 | 5,643 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,295,328 | 5,689 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $986,907 | 5,268 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $775,042 | 5,195 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $920,124 | 5,282 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $905,410 | 5,489 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $261,665 | 1,771 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||