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Delos Wealth Advisors’s American Express AXP Stock Holding History

Delos 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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Delos Wealth Advisors's AXP Position: Q1 2026 in Review

Delos Wealth Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 30 shares — an estimated $11.1K sold.

Delos Wealth Advisors first reported a position in AXP in Q4 2023 and held it in 8 quarters. The position peaked at $37.5K in Q4 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Delos Wealth Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 30 American Express shares in Q1 2026, an estimated $11.1K.
  • Delos Wealth Advisors first reported a position in American Express in Q4 2023 and held it in 8 quarters.
  • Delos Wealth Advisors's American Express position peaked at $37.5K in Q4 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.