American Express Company
US ˙ NYSE ˙ US0258161092

SecurityAXP / American Express Company
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership3,284 shares
Latest Disclosed Value $ 1,083,072
Cornerstone Wealth Group, LLC reports 24.49% increase in ownership of AXP / American Express Company

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 3,284 shares of American Express Company (US:AXP) valued at $993,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,638 shares of American Express Company. This represents a change in shares of 24.49% during the quarter. The current value of the position is $987,072 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F AMERICAN EXPRESS COM 025816109 3,284 646 24.49 1,083 11.08 0.0692
2026-01-26 2025-12-31 13F AMERICAN EXPRESS COM 025816109 2,638 -612 -18.83 976 -9.64 0.0667
2025-10-30 2025-09-30 13F AMERICAN EXPRESS COM 025816109 3,250 76 2.39 1,079 6.62 0.0729
2025-07-28 2025-06-30 13F AMERICAN EXPRESS COM 025816109 3,174 39 1.24 1,012 20.05 0.0759
2025-04-23 2025-03-31 13F AMERICAN EXPRESS COM 025816109 3,135 -269 -7.90 844 -16.53 0.0698
2025-01-22 2024-12-31 13F AMERICAN EXPRESS COM 025816109 3,404 -120 -3.41 1,010 5.76 0.0825
2024-10-25 2024-09-30 13F AMERICAN EXPRESS COM 025816109 3,524 46 1.32 956 18.63 0.0790
2024-07-24 2024-06-30 13F AMERICAN EXPRESS COM 025816109 3,478 131 3.91 805 5.64 0.0716
2024-04-17 2024-03-31 13F AMERICAN EXPRESS COM 025816109 3,347 332 11.01 762 35.11 0.0701
2024-02-13 2023-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 3,015 211 7.52 565 34.93 0.0809
2024-01-29 2023-12-31 13F AMERICAN EXPRESS COM 025816109 3,015 211 565 0.0809
2023-10-18 2023-09-30 13F AMERICAN EXPRESS COM 025816109 2,804 -53 -1.86 418 -15.90 0.0742
2023-08-02 2023-06-30 13F AMERICAN EXPRESS COM 025816109 2,857 718 33.57 498 41.19 0.0902
2023-04-25 2023-03-31 13F AMERICAN EXPRESS COM 025816109 2,139 0 0.00 353 11.39 0.0627
2023-01-25 2022-12-31 13F AMERICAN EXPRESS COM 025816109 2,139 -363 -14.51 316 -6.51 0.0598
2022-10-19 2022-09-30 13F AMERICAN EXPRESS COM 025816109 2,502 22 0.89 338 -1.74 0.0746
2022-07-20 2022-06-30 13F AMERICAN EXPRESS COM 025816109 2,480 -56 -2.21 344 -27.43 0.0720
2022-04-25 2022-03-31 13F AMERICAN EXPRESS COM 025816109 2,536 -66 -2.54 474 11.27 0.0870
2022-01-25 2021-12-31 13F AMERICAN EXPRESS COM 025816109 2,602 192 7.97 426 5.45 0.0729
2021-10-29 2021-09-30 13F AMERICAN EXPRESS COM 025816109 2,410 19 0.79 404 3.86 0.0714
2021-07-21 2021-06-30 13F AMERICAN EXPRESS COM 025816109 2,391 16 0.67 389 11.14 0.0794
2021-04-26 2021-03-31 13F AMERICAN EXPRESS COM 025816109 2,375 23 0.98 350 23.24 0.0711
2021-01-28 2020-12-31 13F AMERICAN EXPRESS COM 025816109 2,352 4 0.17 284 20.85 0.0698
2020-10-27 2020-09-30 13F AMERICAN EXPRESS COM 025816109 2,348 -7 -0.30 235 4.91 0.0642
2020-07-27 2020-06-30 13F AMERICAN EXPRESS COM 025816109 2,355 -67 -2.77 224 8.21 0.0562
2020-05-06 2020-03-31 13F AMERICAN EXPRESS COM 025816109 2,422 62 2.63 207 -29.59 0.0730
2020-01-28 2019-12-31 13F AMERICAN EXPRESS COM 025816109 2,360 2,360 294 0.0795
2019-11-05 2019-09-30 13F AMERICAN EXPRESS COM 025816109 0 -2,346 -100.00 0 -100.00
2019-08-08 2019-06-30 13F AMERICAN EXPRESS COM 025816109 2,346 0 0.00 290 13.28 0.0782
2019-05-02 2019-03-31 13F AMERICAN EXPRESS COM 025816109 2,346 2,346 256 0.0643
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.