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Delphi Management’s American Express AXP Stock Holding History

Delphi 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
Q1 		$980K Sell
3,239
-940
-22% -$315K 1.17% 61
2025
Q4 		$1.55M Sell
4,179
-462
-10% -$165K 1.51% 20
2025
Q3 		$1.54M Sell
4,641
-42
-0.9% -$13.4K 1.43% 20
2025
Q2 		$1.49M Sell
4,683
-493
-10% -$139K 1.44% 17
2025
Q1 		$1.39M Sell
5,176
-537
-9% -$159K 1.42% 22
2024
Q4 		$1.7M Sell
5,713
-152
-3% -$43.7K 1.64% 5
2024
Q3 		$1.59M Sell
5,865
-2,050
-26% -$510K 1.45% 17
2024
Q2 		$1.83M Buy
7,915
+44
+0.6% +$10.2K 1.49% 13
2024
Q1 		$1.79M Sell
7,871
-1,041
-12% -$216K 1.39% 20
2023
Q4 		$1.67M Buy
8,912
+389
+5% +$62.6K 1.54% 11
2023
Q3 		$1.27M Buy
+8,523
New +$1.39M 1.3% 36

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

Delphi Management's AXP Position: Q1 2026 in Review

Delphi Management reduced its American Express (AXP) stake by 22% in Q1 2026, selling an estimated $315K and leaving 3,239 shares worth $980K. The position accounts for 1.17% of the portfolio, ranked #61.

Delphi Management first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Delphi Management held 3,239 shares of American Express worth $980K as of Q1 2026.
  • Delphi Management sold 940 American Express shares in Q1 2026, an estimated $315K.
  • American Express made up 1.17% of Delphi Management's portfolio in Q1 2026, its #61 holding.
  • Delphi Management first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
  • Delphi Management's American Express position peaked at $1.83M in Q2 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.