BDF
AXP icon

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
Q2 		$375K Sell
1,109
-81
-7% -$25.9K 0.03% 134
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Black Diamond Financial's AXP Position: Q2 2026 in Review

Black Diamond Financial reduced its American Express (AXP) stake by 6.8% in Q2 2026, selling an estimated $25.9K and leaving 1,109 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #134.

Black Diamond Financial first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $401K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Black Diamond Financial held 1,109 shares of American Express worth $375K as of Q2 2026.
  • Black Diamond Financial sold 81 American Express shares in Q2 2026, an estimated $25.9K.
  • American Express made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #134 holding.
  • Black Diamond Financial first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Black Diamond Financial's American Express position peaked at $401K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.