Cornerstone Advisory, LLC

Position in AXP — American Express Co

CIK 1668189 HUNT VALLEY, MD

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$392,708

+$80,852 QoQ

Shares Held

1,161

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,186

of 2,990 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $13,095,318 across 4 Credit Services names. AXP ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	20,732	$7,112,941
2	MA	Mastercard Inc	10,272	$5,275,699
3	AXP	American Express Co This page	1,161	$392,708
4	COF	Capital One Financial Corp	1,565	$313,970

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,708	1,161	+12.6%	Shares	Sole	2026-07-29
2026-03-31	$311,856	1,031	+1.4%	Shares	Sole	2026-05-04
2025-12-31	$376,239	1,017	+2.9%	Shares	Sole	2026-01-28
2025-09-30	$328,174	988	+2.4%	Shares	Sole	2025-11-07
2025-06-30	$307,815	965	+3.3%	Shares	Sole	2025-07-30
2025-03-31	$251,292	934	+13.8%	Shares	Sole	2025-05-07
2024-12-31	$243,664	821	+318.9%	Shares	Sole	2025-02-18
2021-12-31	$32,065	196	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.