Cornerstone Planning Group’s American Express AXP Stock Holding History

Cornerstone Planning Group’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	$1.9M	Buy	5,454 +1	+0%	+$320	0.24%	54
2026 Q1	$1.72M	Buy	5,453 +114	+2%	+$38.2K	0.23%	54
2025 Q4	$1.91M	Buy	5,339 +19	+0.4%	+$6.8K	0.3%	46
2025 Q3	$1.91M	Buy	5,320 +74	+1%	+$23.5K	0.31%	45
2025 Q2	$1.56M	Buy	5,246 +10	+0.2%	+$2.81K	0.32%	29
2025 Q1	$1.36M	Buy	5,236 +40	+0.8%	+$11.8K	0.33%	26
2024 Q4	$1.64M	Buy	5,196 +11	+0.2%	+$3.16K	0.4%	22
2024 Q3	$1.4M	Buy	5,185 +18	+0.3%	+$4.48K	0.37%	22
2024 Q2	$1.17M	Buy	5,167 +166	+3%	+$38.4K	0.33%	23
2024 Q1	$1.15M	Sell	5,001 -210	-4%	-$43.5K	0.36%	21
2023 Q4	$976K	Sell	5,211 -776	-13%	-$125K	0.32%	28
2023 Q3	$893K	Sell	5,987 -6	-0.1%	-$981	0.34%	26
2023 Q2	$1.04M	Buy	+5,993	New	+$967K	0.41%	25
2022 Q4	$874K	Buy	+5,951	New	+$882K	0.37%	43

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Cornerstone Planning Group's AXP Position: Q2 2026 in Review

Cornerstone Planning Group increased its American Express (AXP) stake by 0.02% in Q2 2026, buying an estimated $320 and bringing the position to 5,454 shares worth $1.9M. The position accounts for 0.24% of the portfolio, ranked #54.

Cornerstone Planning Group first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q3 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cornerstone Planning Group held 5,454 shares of American Express worth $1.9M as of Q2 2026.
Cornerstone Planning Group bought 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.24% of Cornerstone Planning Group's portfolio in Q2 2026, its #54 holding.
Cornerstone Planning Group first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's American Express position peaked at $1.91M in Q3 2025.
3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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