Delos Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23K Buy
+68
New +$21.8K 0.01% 160
2026
Q1
Sell
-30
Closed -$11.1K 262
2025
Q4
$11.1K Buy
30
+25
+500% +$8.95K 0.01% 167
2025
Q3
$1.66K Sell
5
-26
-84% -$8.27K ﹤0.01% 248
2025
Q2
$9.89K Buy
+31
New +$8.72K 0.01% 172
2025
Q1
Sell
-126
Closed -$37.4K 65
2024
Q4
$37.4K Buy
126
+26
+26% +$7.47K 0.03% 83
2024
Q3
$27.1K Hold
100
0.02% 92
2024
Q2
$23.2K Hold
100
0.02% 95
2024
Q1
$22.8K Sell
100
-100
-50% -$20.7K 0.03% 86
2023
Q4
$37.5K Buy
+200
New +$32.2K 0.05% 71

Other funds holding AXP

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

Delos Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 68 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in AXP as recently as Q4 2025.

Delos Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. The position peaked at $37.5K in Q4 2023. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Delos Wealth Advisors held 68 shares of American Express worth $23K as of Q2 2026.
  • American Express was a new Delos Wealth Advisors position in Q2 2026.
  • American Express made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Delos Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
  • Delos Wealth Advisors's American Express position peaked at $37.5K in Q4 2023.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.