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Delta Financial Group’s American Express AXP Stock Holding History

Delta Financial Group’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
2025
Q1 		$1.74M Buy
6,272
+1,847
+42% +$546K 0.4% 47
2024
Q4 		$1.31M Buy
4,425
+16
+0.4% +$4.6K 0.31% 56
2024
Q3 		$1.2M Hold
4,409
– – 0.44% 35
2024
Q2 		$1.02M Sell
4,409
-149
-3% -$34.5K 0.43% 36
2024
Q1 		$1.04M Sell
4,558
-91
-2% -$18.9K 0.31% 61
2023
Q4 		$871K Sell
4,649
-406
-8% -$65.4K 0.27% 65
2023
Q3 		$754K Buy
+5,055
New +$827K 0.26% 69
2023
Q2 		– Sell
-4,841
Closed -$798K – 98
2023
Q1 		$798K Buy
4,841
+167
+4% +$27.7K 0.31% 54
2022
Q4 		$684K Buy
+4,674
New +$693K 0.3% 65

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Delta Financial Group's AXP Position: Q1 2025 in Review

Delta Financial Group increased its American Express (AXP) stake by 42% in Q1 2025, buying an estimated $546K and bringing the position to 6,272 shares worth $1.74M. The position accounts for 0.4% of the portfolio, ranked #47.

Delta Financial Group first reported a position in AXP in Q4 2022 and has held it in 9 quarters since. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Delta Financial Group held 6,272 shares of American Express worth $1.74M as of Q1 2025.
  • Delta Financial Group bought 1,847 American Express shares in Q1 2025, an estimated $546K.
  • American Express made up 0.4% of Delta Financial Group's portfolio in Q1 2025, its #47 holding.
  • Delta Financial Group first reported a position in American Express in Q4 2022 and has held it in 9 quarters since.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.