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Delta Investment Management’s American Express AXP Stock Holding History

Delta Investment 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 		$729K Buy
2,411
+2
+0.1% +$671 0.13% 114
2025
Q4 		$891K Buy
2,409
+9
+0.4% +$3.22K 0.15% 108
2025
Q3 		$797K Buy
2,400
+1
+0% +$318 0.14% 103
2025
Q2 		$765K Sell
2,399
-4
-0.2% -$1.13K 0.15% 100
2025
Q1 		$647K Buy
2,403
+289
+14% +$85.4K 0.13% 94
2024
Q4 		$627K Sell
2,114
-234
-10% -$67.2K 0.12% 109
2024
Q3 		$637K Buy
2,348
+143
+6% +$35.6K 0.13% 101
2024
Q2 		$511K Sell
2,205
-1,468
-40% -$340K 0.11% 112
2024
Q1 		$836K Sell
3,673
-89
-2% -$18.5K 0.19% 85
2023
Q4 		$705K Buy
3,762
+2
+0.1% +$322 0.17% 82
2023
Q3 		$561K Sell
3,760
-64
-2% -$10.5K 0.16% 80
2023
Q2 		$666K Sell
3,824
-71
-2% -$11.5K 0.18% 74
2023
Q1 		$642K Sell
3,895
-67
-2% -$11.1K 0.18% 74
2022
Q4 		$585K Buy
3,962
+67
+2% +$9.93K 0.19% 81
2022
Q3 		$525K Buy
3,895
+1,800
+86% +$272K 0.23% 79
2022
Q2 		$290K Hold
2,095
– – 0.13% 106
2022
Q1 		$392K Hold
2,095
– – 0.12% 93
2021
Q4 		$343K Hold
2,095
– – 0.1% 132
2021
Q3 		$351K Sell
2,095
-15
-0.7% -$2.51K 0.11% 123
2021
Q2 		$349K Sell
2,110
-5
-0.2% -$783 0.1% 129
2021
Q1 		$299K Sell
2,115
-181
-8% -$23.9K 0.1% 132
2020
Q4 		$277K Hold
2,296
– – 0.09% 147
2020
Q3 		$230K Sell
2,296
-50
-2% -$4.92K 0.12% 106
2020
Q2 		$223K Buy
+2,346
New +$216K 0.09% 127
2020
Q1 		– Sell
-2,326
Closed -$289K – 115
2019
Q4 		$289K Buy
+2,326
New +$278K 0.11% 108

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

Delta Investment Management's AXP Position: Q1 2026 in Review

Delta Investment Management increased its American Express (AXP) stake by 0.08% in Q1 2026, buying an estimated $671 and bringing the position to 2,411 shares worth $729K. The position accounts for 0.13% of the portfolio, ranked #114.

Delta Investment Management first reported a position in AXP in Q4 2019 and has held it in 25 quarters since. The position peaked at $891K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Delta Investment Management held 2,411 shares of American Express worth $729K as of Q1 2026.
  • Delta Investment Management bought 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.13% of Delta Investment Management's portfolio in Q1 2026, its #114 holding.
  • Delta Investment Management first reported a position in American Express in Q4 2019 and has held it in 25 quarters since.
  • Delta Investment Management's American Express position peaked at $891K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.