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Cornerstone Wealth Group’s American Express AXP Stock Holding History

Cornerstone Wealth 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 		$1.08M Buy
3,284
+646
+24% +$217K 0.07% 159
2025
Q4 		$976K Sell
2,638
-612
-19% -$219K 0.07% 150
2025
Q3 		$1.08M Buy
3,250
+76
+2% +$24.2K 0.07% 141
2025
Q2 		$1.01M Buy
3,174
+39
+1% +$11K 0.08% 138
2025
Q1 		$844K Sell
3,135
-269
-8% -$79.5K 0.07% 144
2024
Q4 		$1.01M Sell
3,404
-120
-3% -$34.5K 0.08% 133
2024
Q3 		$956K Buy
3,524
+46
+1% +$11.5K 0.08% 134
2024
Q2 		$805K Buy
3,478
+131
+4% +$30.3K 0.07% 137
2024
Q1 		$762K Buy
3,347
+332
+11% +$68.8K 0.07% 135
2023
Q4 		$565K Buy
3,015
+211
+8% +$34K 0.08% 101
2023
Q3 		$418K Sell
2,804
-53
-2% -$8.67K 0.07% 109
2023
Q2 		$498K Buy
2,857
+718
+34% +$116K 0.09% 106
2023
Q1 		$353K Hold
2,139
– – 0.06% 122
2022
Q4 		$316K Sell
2,139
-363
-15% -$53.8K 0.06% 112
2022
Q3 		$338K Buy
2,502
+22
+0.9% +$3.33K 0.07% 104
2022
Q2 		$344K Sell
2,480
-56
-2% -$9.25K 0.07% 105
2022
Q1 		$474K Sell
2,536
-66
-3% -$11.9K 0.09% 117
2021
Q4 		$426K Buy
2,602
+192
+8% +$32.7K 0.07% 119
2021
Q3 		$404K Buy
2,410
+19
+0.8% +$3.18K 0.07% 122
2021
Q2 		$389K Buy
2,391
+16
+0.7% +$2.51K 0.08% 121
2021
Q1 		$350K Buy
2,375
+23
+1% +$3.04K 0.07% 129
2020
Q4 		$284K Buy
2,352
+4
+0.2% +$443 0.07% 128
2020
Q3 		$235K Sell
2,348
-7
-0.3% -$689 0.06% 118
2020
Q2 		$224K Sell
2,355
-67
-3% -$6.17K 0.06% 113
2020
Q1 		$207K Buy
2,422
+62
+3% +$7.21K 0.07% 102
2019
Q4 		$294K Buy
+2,360
New +$282K 0.08% 122
2019
Q3 		– Sell
-2,346
Closed -$290K – 128
2019
Q2 		$290K Hold
2,346
– – 0.08% 136
2019
Q1 		$256K Buy
+2,346
New +$247K 0.06% 141

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cornerstone Wealth Group's AXP Position: Q1 2026 in Review

Cornerstone Wealth Group increased its American Express (AXP) stake by 24% in Q1 2026, buying an estimated $217K and bringing the position to 3,284 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #159.

Cornerstone Wealth Group first reported a position in AXP in Q1 2019 and has held it in 28 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Cornerstone Wealth Group held 3,284 shares of American Express worth $1.08M as of Q1 2026.
  • Cornerstone Wealth Group bought 646 American Express shares in Q1 2026, an estimated $217K.
  • American Express made up 0.07% of Cornerstone Wealth Group's portfolio in Q1 2026, its #159 holding.
  • Cornerstone Wealth Group first reported a position in American Express in Q1 2019 and has held it in 28 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.