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 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 $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 Planning Group's AXP Position: Q1 2026 in Review

Cornerstone Planning Group increased its American Express (AXP) stake by 2.1% in Q1 2026, buying an estimated $38.2K and bringing the position to 5,453 shares worth $1.72M. The position accounts for 0.23% of the portfolio, ranked #54.

Cornerstone Planning Group first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.91M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Cornerstone Planning Group held 5,453 shares of American Express worth $1.72M as of Q1 2026.
Cornerstone Planning Group bought 114 American Express shares in Q1 2026, an estimated $38.2K.
American Express made up 0.23% of Cornerstone Planning Group's portfolio in Q1 2026, its #54 holding.
Cornerstone Planning Group first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's American Express position peaked at $1.91M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.