Delta Accumulation LLC’s American Express AXP Stock Holding History

Delta Accumulation LLC’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	-19,400	Closed	-$7.18M	–	95
2025 Q4	$7.18M	Buy	19,400 +8,500	+78%	+$3.04M	0.26%	66
2025 Q3	$2.96M	Sell	10,900 -1,300	-11%	-$414K	0.18%	91
2025 Q2	$3.31M	Sell	12,200 -51,700	-81%	-$14.6M	0.25%	73
2025 Q1	$17.3M	Buy	63,900 +13,500	+27%	+$3.99M	1%	17
2024 Q4	$13.7M	Buy	50,400 +24,100	+92%	+$6.92M	0.75%	26
2024 Q3	$7.13M	Buy	26,300 +14,100	+116%	+$3.51M	0.52%	36
2024 Q2	$2.82M	Buy	12,200 +3,700	+44%	+$857K	0.21%	56
2024 Q1	$1.94M	Buy	+8,500	New	+$1.76M	0.14%	91
2022 Q1	–	Sell	-9,800	Closed	-$1.6M	–	142
2021 Q4	$1.6M	Buy	+9,800	New	+$1.67M	0.16%	95

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Delta Accumulation LLC's AXP Position: Q1 2026 in Review

Delta Accumulation LLC sold out of American Express (AXP) in Q1 2026, closing a stake of 8,500 shares — an estimated $3.14M sold.

Delta Accumulation LLC first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $3.14M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Delta Accumulation LLC reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Delta Accumulation LLC sold 8,500 American Express shares in Q1 2026, an estimated $3.14M.
Delta Accumulation LLC first reported a position in American Express in Q3 2025 and held it in 2 quarters.
Delta Accumulation LLC's American Express position peaked at $3.14M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Delta Accumulation LLC's 13F filing for Q1 2026, filed 8 May 2026.