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Cornerstone Wealth Management’s American Express AXP Stock Holding History

Cornerstone Wealth Management’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 		$1.1M Sell
3,250
-339
-9% -$109K 0.05% 322
2026
Q1 		$1.09M Sell
3,589
-222
-6% -$74.4K 0.05% 301
2025
Q4 		$1.41M Sell
3,811
-138
-3% -$49.4K 0.07% 227
2025
Q3 		$1.31M Buy
3,949
+326
+9% +$104K 0.07% 229
2025
Q2 		$1.16M Buy
3,623
+2
+0.1% +$563 0.07% 237
2025
Q1 		$974K Sell
3,621
-8
-0.2% -$2.37K 0.07% 247
2024
Q4 		$1.08M Sell
3,629
-37
-1% -$10.6K 0.07% 221
2024
Q3 		$994K Buy
3,666
+130
+4% +$32.4K 0.07% 220
2024
Q2 		$819K Sell
3,536
-23
-0.6% -$5.33K 0.06% 234
2024
Q1 		$810K Buy
3,559
+56
+2% +$11.6K 0.07% 235
2023
Q4 		$656K Sell
3,503
-448
-11% -$72.1K 0.06% 264
2023
Q3 		$590K Buy
3,951
+310
+9% +$50.7K 0.06% 262
2023
Q2 		$634K Buy
3,641
+119
+3% +$19.2K 0.06% 259
2023
Q1 		$581K Buy
+3,522
New +$584K 0.06% 262
2022
Q3 		$433K Buy
3,210
+33
+1% +$5K 0.05% 286
2022
Q2 		$440K Buy
3,177
+422
+15% +$69.7K 0.05% 287
2022
Q1 		$515K Sell
2,755
-162
-6% -$29.3K 0.05% 270
2021
Q4 		$479K Buy
2,917
+257
+10% +$43.8K 0.05% 292
2021
Q3 		$446K Sell
2,660
-5
-0.2% -$836 0.05% 292
2021
Q2 		$440K Sell
2,665
-26
-1% -$4.07K 0.05% 307
2021
Q1 		$381K Buy
2,691
+33
+1% +$4.36K 0.05% 309
2020
Q4 		$321K Sell
2,658
-537
-17% -$59.5K 0.04% 323
2020
Q3 		$320K Sell
3,195
-135
-4% -$13.3K 0.05% 288
2020
Q2 		$317K Sell
3,330
-3,138
-49% -$289K 0.05% 277
2020
Q1 		$554K Sell
6,468
-100
-2% -$11.6K 0.11% 185
2019
Q4 		$818K Buy
6,568
+204
+3% +$24.4K 0.13% 148
2019
Q3 		$753K Sell
6,364
-39
-0.6% -$4.78K 0.13% 152
2019
Q2 		$790K Sell
6,403
-75
-1% -$8.81K 0.14% 151
2019
Q1 		$381K Buy
6,478
+1,281
+25% +$135K 0.05% 321
2018
Q4 		$495K Sell
5,197
-432,284
-99% -$45.2M 0.11% 194
2018
Q3 		$4.77M Sell
437,481
-108,079
-20% -$11.2M 0.06% 304
2018
Q2 		$5.51M Buy
545,560
+540,800
+11,361% +$53.1M 0.06% 294
2018
Q1 		$431K Sell
4,760
-12
-0.3% -$1.16K 0.08% 247
2017
Q4 		$477K Hold
4,772
– – 0.09% 218
2017
Q3 		$439K Hold
4,772
– – 0.09% 221
2017
Q2 		$401K Buy
4,772
+181
+4% +$14.3K 0.09% 224
2017
Q1 		$358K Buy
4,591
+942
+26% +$73.6K 0.09% 224
2016
Q4 		$275K Buy
+3,649
New +$253K 0.09% 225

Other funds holding AXP

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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Cornerstone Wealth Management's AXP Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its American Express (AXP) stake by 9.4% in Q2 2026, selling an estimated $109K and leaving 3,250 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #322.

Cornerstone Wealth Management first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.51M in Q2 2018. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cornerstone Wealth Management held 3,250 shares of American Express worth $1.1M as of Q2 2026.
  • Cornerstone Wealth Management sold 339 American Express shares in Q2 2026, an estimated $109K.
  • American Express made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Cornerstone Wealth Management first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's American Express position peaked at $5.51M in Q2 2018.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.