Cornerstone Advisors’s American Express AXP Stock Holding History

Cornerstone Advisors’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	$20.3M	Buy	67,094 +30,894	+85%	+$10.4M	0.75%	33
2025 Q4	$13.4M	Hold	36,200	–	–	0.45%	61
2025 Q3	$12M	Hold	36,200	–	–	0.4%	62
2025 Q2	$11.5M	Buy	36,200 +4,400	+14%	+$1.24M	0.4%	68
2025 Q1	$8.56M	Hold	31,800	–	–	0.37%	62
2024 Q4	$9.44M	Hold	31,800	–	–	0.38%	58
2024 Q3	$8.62M	Hold	31,800	–	–	0.34%	73
2024 Q2	$7.36M	Sell	31,800 -2,800	-8%	-$648K	0.3%	87
2024 Q1	$7.88M	Sell	34,600 -3,600	-9%	-$746K	0.33%	77
2023 Q4	$7.16M	Sell	38,200 -5,600	-13%	-$901K	0.31%	82
2023 Q3	$6.53M	Buy	43,800 +29,000	+196%	+$4.74M	0.3%	86
2023 Q2	$2.58M	Buy	+14,800	New	+$2.39M	0.12%	166
2023 Q1	–	Sell	-62,000	Closed	-$9.16M	–	179
2022 Q4	$9.16M	Hold	62,000	–	–	0.45%	63
2022 Q3	$8.36M	Hold	62,000	–	–	0.41%	67
2022 Q2	$8.59M	Buy	62,000 +25,000	+68%	+$4.13M	0.45%	61
2022 Q1	$6.92M	Hold	37,000	–	–	0.41%	70
2021 Q4	$6.05M	Hold	37,000	–	–	0.33%	77
2021 Q3	$6.2M	Hold	37,000	–	–	0.36%	77
2021 Q2	$6.11M	Buy	37,000 +25,000	+208%	+$3.92M	0.36%	81
2021 Q1	$1.7M	Buy	+12,000	New	+$1.59M	0.15%	142
2020 Q3	–	Sell	-45,000	Closed	-$4.28M	–	181
2020 Q2	$4.28M	Sell	45,000 -3,000	-6%	-$276K	0.4%	60
2020 Q1	$4.11M	Hold	48,000	–	–	0.45%	58
2019 Q4	$5.98M	Buy	+48,000	New	+$5.74M	0.49%	58
2019 Q1	$5.25M	Hold	48,000	–	–	0.42%	66
2018 Q4	$4.58M	Hold	48,000	–	–	0.4%	71
2018 Q3	$5.11M	Hold	48,000	–	–	0.37%	77
2018 Q2	$4.7M	Hold	48,000	–	–	0.57%	45
2018 Q1	$4.48M	Buy	48,000 +28,000	+140%	+$2.71M	0.53%	58
2017 Q4	$1.99M	Buy	+20,000	New	+$1.9M	0.23%	123
2017 Q3	–	Sell	-20,000	Closed	-$1.69M	–	256
2017 Q2	$1.69M	Sell	20,000 -1,000	-5%	-$79.1K	0.31%	92
2017 Q1	$1.66M	Buy	+21,000	New	+$1.64M	0.3%	87
2016 Q2	–	Sell	-23,000	Closed	-$1.41M	–	214
2016 Q1	$1.41M	Hold	23,000	–	–	0.34%	82
2015 Q4	$1.6M	Hold	23,000	–	–	0.37%	82
2015 Q3	$1.71M	Buy	23,000 +3,000	+15%	+$231K	0.4%	71
2015 Q2	$1.55M	Buy	20,000 +2,000	+11%	+$159K	0.35%	83
2015 Q1	$1.41M	Buy	18,000 +5,000	+38%	+$415K	0.29%	91
2014 Q4	$1.21M	Buy	+13,000	New	+$1.17M	0.24%	119
2013 Q3	–	Sell	-14,400	Closed	-$1.08M	–	231
2013 Q2	$1.08M	Buy	+14,400	New	+$1.02M	0.42%	74

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cornerstone Advisors's AXP Position: Q1 2026 in Review

Cornerstone Advisors increased its American Express (AXP) stake by 85% in Q1 2026, buying an estimated $10.4M and bringing the position to 67,094 shares worth $20.3M. The position accounts for 0.75% of the portfolio, ranked #33.

Cornerstone Advisors first reported a position in AXP in Q2 2013 and has held it in 38 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Cornerstone Advisors held 67,094 shares of American Express worth $20.3M as of Q1 2026.
Cornerstone Advisors bought 30,894 American Express shares in Q1 2026, an estimated $10.4M.
American Express made up 0.75% of Cornerstone Advisors's portfolio in Q1 2026, its #33 holding.
Cornerstone Advisors first reported a position in American Express in Q2 2013 and has held it in 38 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.