Cornerstone Advisory’s American Express AXP Stock Holding History

Cornerstone Advisory’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 Q3	$366K	Buy	1,204 +43	+4%	+$14.4K	0.03%	200
2026 Q2	$393K	Buy	1,161 +130	+13%	+$41.6K	0.03%	190
2026 Q1	$312K	Buy	1,031 +14	+1%	+$4.69K	0.03%	207
2025 Q4	$376K	Buy	1,017 +29	+3%	+$10.4K	0.04%	175
2025 Q3	$328K	Buy	988 +23	+2%	+$7.32K	0.03%	180
2025 Q2	$308K	Buy	965 +31	+3%	+$8.72K	0.03%	179
2025 Q1	$257K	Buy	934 +113	+14%	+$33.4K	0.03%	199
2024 Q4	$255K	Buy	+821	New	+$236K	0.03%	205
2022 Q1	–	Sell	-196	Closed	-$32K	–	255
2021 Q4	$32K	Buy	+196	New	+$33.4K	﹤0.01%	474

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cornerstone Advisory's AXP Position: Q3 2026 in Review

Cornerstone Advisory increased its American Express (AXP) stake by 3.7% in Q3 2026, buying an estimated $14.4K and bringing the position to 1,204 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #200.

Cornerstone Advisory first reported a position in AXP in Q4 2021 and has held it in 9 quarters since. The position peaked at $393K in Q2 2026. 1,762 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Cornerstone Advisory held 1,204 shares of American Express worth $366K as of Q3 2026.
Cornerstone Advisory bought 43 American Express shares in Q3 2026, an estimated $14.4K.
American Express made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #200 holding.
Cornerstone Advisory first reported a position in American Express in Q4 2021 and has held it in 9 quarters since.
Cornerstone Advisory's American Express position peaked at $393K in Q2 2026.
1,762 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.