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Black Diamond Financial’s American Express AXP Stock Holding History

Black Diamond Financial’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 		$360K Buy
1,190
+106
+10% +$35.5K 0.04% 125
2025
Q4 		$401K Hold
1,084
– – 0.04% 117
2025
Q3 		$360K Buy
+1,084
New +$345K 0.04% 116

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

Black Diamond Financial's AXP Position: Q1 2026 in Review

Black Diamond Financial increased its American Express (AXP) stake by 9.8% in Q1 2026, buying an estimated $35.5K and bringing the position to 1,190 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #125.

Black Diamond Financial first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Black Diamond Financial held 1,190 shares of American Express worth $360K as of Q1 2026.
  • Black Diamond Financial bought 106 American Express shares in Q1 2026, an estimated $35.5K.
  • American Express made up 0.04% of Black Diamond Financial's portfolio in Q1 2026, its #125 holding.
  • Black Diamond Financial first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Black Diamond Financial's American Express position peaked at $401K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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