HHM Wealth Advisors’s American Express AXP Stock Holding History

HHM Wealth 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 Q2	$463K	Buy	1,369 +16	+1%	+$5.12K	0.05%	136
2026 Q1	$409K	Buy	1,353 +152	+13%	+$51K	0.05%	130
2025 Q4	$444K	Sell	1,201 -15	-1%	-$5.37K	0.05%	122
2025 Q3	$404K	Buy	1,216 +6	+0.5%	+$1.91K	0.05%	132
2025 Q2	$386K	Sell	1,210 -243	-17%	-$68.4K	0.05%	132
2025 Q1	$391K	Hold	1,453	–	–	0.05%	125
2024 Q4	$431K	Sell	1,453 -33	-2%	-$9.48K	0.06%	116
2024 Q3	$403K	Hold	1,486	–	–	0.06%	105
2024 Q2	$344K	Hold	1,486	–	–	0.05%	119
2024 Q1	$338K	Hold	1,486	–	–	0.06%	103
2023 Q4	$278K	Buy	1,486 +170	+13%	+$27.4K	0.05%	109
2023 Q3	$196K	Hold	1,316	–	–	0.04%	130
2023 Q2	$229K	Hold	1,316	–	–	0.04%	127
2023 Q1	$217K	Hold	1,316	–	–	0.04%	122
2022 Q4	$194K	Sell	1,316 -55	-4%	-$8.15K	0.04%	120
2022 Q3	$185K	Sell	1,371 -400	-23%	-$60.5K	0.05%	112
2022 Q2	$245K	Hold	1,771	–	–	0.06%	114
2022 Q1	$331K	Hold	1,771	–	–	0.08%	104
2021 Q4	$290K	Hold	1,771	–	–	0.07%	107
2021 Q3	$297K	Hold	1,771	–	–	0.08%	96
2021 Q2	$293K	Hold	1,771	–	–	0.08%	101
2021 Q1	$250K	Buy	1,771 +130	+8%	+$17.2K	0.08%	98
2020 Q4	$198K	Buy	1,641 +235	+17%	+$26K	0.07%	106
2020 Q3	$141K	Buy	1,406 +406	+41%	+$39.9K	0.06%	114
2020 Q2	$95K	Hold	1,000	–	–	0.04%	147
2020 Q1	$86K	Buy	+1,000	New	+$116K	0.04%	132

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's AXP Position: Q2 2026 in Review

HHM Wealth Advisors increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $5.12K and bringing the position to 1,369 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #136.

HHM Wealth Advisors first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

HHM Wealth Advisors held 1,369 shares of American Express worth $463K as of Q2 2026.
HHM Wealth Advisors bought 16 American Express shares in Q2 2026, an estimated $5.12K.
American Express made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #136 holding.
HHM Wealth Advisors first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.