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 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%	-$8.71K	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

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 Financial Advisors's AXP Position: Q1 2026 in Review

Delta Financial Advisors increased its American Express (AXP) stake by 16% in Q1 2026, buying an estimated $136K and bringing the position to 2,870 shares worth $868K. The position accounts for 0.23% of the portfolio, ranked #97.

Delta Financial Advisors first reported a position in AXP in Q1 2022 and has held it in 11 quarters since. The position peaked at $912K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Delta Financial Advisors held 2,870 shares of American Express worth $868K as of Q1 2026.
Delta Financial Advisors bought 406 American Express shares in Q1 2026, an estimated $136K.
American Express made up 0.23% of Delta Financial Advisors's portfolio in Q1 2026, its #97 holding.
Delta Financial Advisors first reported a position in American Express in Q1 2022 and has held it in 11 quarters since.
Delta Financial Advisors's American Express position peaked at $912K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.