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 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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cornerstone Advisory's AXP Position: Q2 2026 in Review

Cornerstone Advisory increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $41.6K and bringing the position to 1,161 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #190.

Cornerstone Advisory first reported a position in AXP in Q4 2021 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cornerstone Advisory held 1,161 shares of American Express worth $393K as of Q2 2026.
Cornerstone Advisory bought 130 American Express shares in Q2 2026, an estimated $41.6K.
American Express made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #190 holding.
Cornerstone Advisory first reported a position in American Express in Q4 2021 and has held it in 8 quarters since.
1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.