HOHIMER WEALTH MANAGEMENT, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOHIMER WEALTH MANAGEMENT, LLC on AXP, newest first. How the timeline and the estimate are built.
HOHIMER WEALTH MANAGEMENT, LLC held 4,694 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 4,694 sharesChange vs previous 13F +171 shares
0.16% of the 13F portfolio, value $1,587,828.
13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,523 sharesChange vs previous 13F -1,447 shares
0.17% of the 13F portfolio, value $1,368,210.
13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,970 sharesChange vs previous 13F +64 shares
0.3% of the 13F portfolio, value $2,208,762.
13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,906 sharesChange vs previous 13F +325 shares
0.27% of the 13F portfolio, value $1,961,868.
13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,581 sharesChange vs previous 13F -26 shares
0.32% of the 13F portfolio, value $1,780,229.
13F-HR 0001802533-25-000007 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,607 sharesChange vs previous 13F -222 shares
0.29% of the 13F portfolio, value $1,508,563.
13F-HR 0001802533-25-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,829 sharesChange vs previous 13F +37 shares
0.33% of the 13F portfolio, value $1,729,989.
13F-HR 0001802533-25-000003 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,792 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $1,570,790.
13F-HR 0001802533-24-000009 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).