Delta Investment Management, LLC

Position in AXP — American Express Co

CIK 1757043 SAN FRANCISCO, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$815,859

+$86,580 QoQ

Shares Held

2,412

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,679

of 2,984 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,519,304 across 6 Credit Services names. AXP ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,706	$1,614,581
2	AXP	American Express Co This page	2,412	$815,859
3	MA	Mastercard Inc	704	$361,574
4	WU	Western Union CO	37,587	$289,419
5	SOFI	SoFi Technologies, Inc.	12,469	$223,569
6	PYPL	PayPal Holdings, Inc.	4,963	$214,302

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,859	2,412	+0.0%	Shares	Sole	2026-08-13
2026-03-31	$729,279	2,411	+0.1%	Shares	Sole	2026-05-13
2025-12-31	$891,209	2,409	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$797,184	2,400	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$765,233	2,399	-0.2%	Shares	Sole	2025-08-01
2025-03-31	$646,527	2,403	+13.7%	Shares	Sole	2025-05-14
2024-12-31	$627,414	2,114	-10.0%	Shares	Sole	2025-02-18
2024-09-30	$636,777	2,348	+6.5%	Shares	Sole	2024-11-15
2024-06-30	$510,567	2,205	-40.0%	Shares	Sole	2024-08-14
2024-03-31	$836,305	3,673	-2.4%	Shares	Sole	2024-05-09
2023-12-31	$704,773	3,762	+0.1%	Shares	Sole	2024-02-02
2023-09-30	$560,954	3,760	-1.7%	Shares	Sole	2023-11-14
2023-06-30	$666,140	3,824	-1.8%	Shares	Sole	2023-08-04
2023-03-31	$642,480	3,895	-1.7%	Shares	Sole	2023-05-08
2022-12-31	$585,385	3,962	+1.7%	Shares	Sole	2023-01-20
2022-09-30	$525,474	3,895	+85.9%	Shares	Sole	2022-10-21
2022-06-30	$290,408	2,095	0.0%	Shares	Sole	2022-07-20
2022-03-31	$391,765	2,095	0.0%	Shares	Sole	2022-05-11
2021-12-31	$342,742	2,095	0.0%	Shares	Sole	2022-02-07
2021-09-30	$350,975	2,095	-0.7%	Shares	Sole	2021-11-12
2021-06-30	$348,635	2,110	-0.2%	Shares	Sole	2021-08-06
2021-03-31	$299,145	2,115	-7.9%	Shares	Sole	2021-05-14
2020-12-31	$277,609	2,296	0.0%	Shares	Sole	2021-02-04
2020-09-30	$230,174	2,296	-2.1%	Shares	Sole	2020-11-12
2020-06-30	$223,339	2,346	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.