Delta Financial Advisors’s American Express AXP Stock Holding History

Delta Financial 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 Q3	$952K	Buy	3,130 +260	+9%	+$86.9K	0.22%	98
2026 Q2	$971K	Hold	2,870	–	–	0.23%	94
2026 Q1	$868K	Buy	2,870 +406	+16%	+$136K	0.23%	97
2025 Q4	$912K	Buy	2,464 +353	+17%	+$126K	0.24%	93
2025 Q3	$701K	Buy	2,111 +1,115	+112%	+$355K	0.2%	95
2025 Q2	$318K	Sell	996 -50	-5%	-$14.1K	0.11%	97
2025 Q1	$282K	Hold	1,046	–	–	0.11%	100
2024 Q4	$311K	Hold	1,046	–	–	0.12%	95
2024 Q3	$284K	Sell	1,046 -35	-3%	-$8.72K	0.1%	104
2024 Q2	$250K	Sell	1,081 -30	-3%	-$6.95K	0.1%	108
2024 Q1	$253K	Hold	1,111	–	–	0.1%	106
2023 Q4	$208K	Buy	+1,111	New	+$179K	0.09%	115
2022 Q2	–	Sell	-1,121	Closed	-$210K	–	116
2022 Q1	$210K	Buy	+1,121	New	+$202K	0.09%	119

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Delta Financial Advisors's AXP Position: Q3 2026 in Review

Delta Financial Advisors increased its American Express (AXP) stake by 9.1% in Q3 2026, buying an estimated $86.9K and bringing the position to 3,130 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #98.

Delta Financial Advisors first reported a position in AXP in Q1 2022 and has held it in 13 quarters since. The position peaked at $971K in Q2 2026. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Delta Financial Advisors held 3,130 shares of American Express worth $952K as of Q3 2026.
Delta Financial Advisors bought 260 American Express shares in Q3 2026, an estimated $86.9K.
American Express made up 0.22% of Delta Financial Advisors's portfolio in Q3 2026, its #98 holding.
Delta Financial Advisors first reported a position in American Express in Q1 2022 and has held it in 13 quarters since.
Delta Financial Advisors's American Express position peaked at $971K in Q2 2026.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Delta Financial Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.