WHCI
AXP icon

W.H. Cornerstone Investments’s American Express AXP Stock Holding History

W.H. Cornerstone Investments’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
2025
Q1 		– Sell
-2,020
Closed -$600K – 111
2024
Q4 		$600K Buy
+2,020
New +$580K 0.4% 62

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

W.H. Cornerstone Investments's AXP Position: Q1 2025 in Review

W.H. Cornerstone Investments sold out of American Express (AXP) in Q1 2025, closing a stake of 2,020 shares — an estimated $600K sold.

W.H. Cornerstone Investments first reported a position in AXP in Q4 2024 and held it in 1 quarter. The position peaked at $600K in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • W.H. Cornerstone Investments reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 2,020 American Express shares in Q1 2025, an estimated $600K.
  • W.H. Cornerstone Investments first reported a position in American Express in Q4 2024 and held it in 1 quarter.
  • W.H. Cornerstone Investments's American Express position peaked at $600K in Q4 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2025, filed 9 May 2025.