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BlackDiamond Wealth Management’s American Express AXP Stock Holding History

BlackDiamond Wealth 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
Q2 		$209K Buy
+616
New +$197K 0.08% 215
2026
Q1 		– Sell
-589
Closed -$212K – 207
2025
Q4 		$212K Buy
+589
New +$211K 0.1% 186

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

BlackDiamond Wealth Management's AXP Position: Q2 2026 in Review

BlackDiamond Wealth Management opened a new position in American Express (AXP) in Q2 2026: 616 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #215 among its holdings. This is a return to the name: BlackDiamond Wealth Management previously reported a position in AXP as recently as Q4 2025.

BlackDiamond Wealth Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BlackDiamond Wealth Management held 616 shares of American Express worth $209K as of Q2 2026.
  • American Express was a new BlackDiamond Wealth Management position in Q2 2026.
  • American Express made up 0.08% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #215 holding.
  • BlackDiamond Wealth Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • BlackDiamond Wealth Management's American Express position peaked at $212K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.