Hohimer Wealth Management’s American Express AXP Stock Holding History

Hohimer Wealth Management’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	$1.59M	Buy	4,694 +171	+4%	+$54.8K	0.16%	143
2026 Q1	$1.37M	Sell	4,523 -1,447	-24%	-$485K	0.16%	145
2025 Q4	$2.21M	Buy	5,970 +64	+1%	+$22.9K	0.3%	99
2025 Q3	$1.96M	Buy	5,906 +325	+6%	+$103K	0.27%	111
2025 Q2	$1.78M	Sell	5,581 -26	-0.5%	-$7.32K	0.32%	83
2025 Q1	$1.51M	Sell	5,607 -222	-4%	-$65.6K	0.29%	88
2024 Q4	$1.73M	Buy	5,829 +37	+0.6%	+$10.6K	0.33%	88
2024 Q3	$1.57M	Buy	5,792 +149	+3%	+$37.1K	0.34%	84
2024 Q2	$1.31M	Sell	5,643 -46	-0.8%	-$10.7K	0.3%	86
2024 Q1	$1.3M	Buy	5,689 +421	+8%	+$87.3K	0.3%	91
2023 Q4	$987K	Buy	5,268 +73	+1%	+$11.8K	0.25%	115
2023 Q3	$775K	Sell	5,195 -87	-2%	-$14.2K	0.22%	118
2023 Q2	$920K	Sell	5,282 -207	-4%	-$33.4K	0.25%	102
2023 Q1	$905K	Buy	5,489 +3,718	+210%	+$617K	0.26%	99
2022 Q4	$262K	Buy	+1,771	New	+$262K	0.08%	141

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Hohimer Wealth Management's AXP Position: Q2 2026 in Review

Hohimer Wealth Management increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $54.8K and bringing the position to 4,694 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #143.

Hohimer Wealth Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hohimer Wealth Management held 4,694 shares of American Express worth $1.59M as of Q2 2026.
Hohimer Wealth Management bought 171 American Express shares in Q2 2026, an estimated $54.8K.
American Express made up 0.16% of Hohimer Wealth Management's portfolio in Q2 2026, its #143 holding.
Hohimer Wealth Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Hohimer Wealth Management's American Express position peaked at $2.21M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.