Cornerstone Wealth Management, LLC

Position in AXP — American Express Co

CIK 1674117 ST. PETERS, MO

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,099,312

+$13,712 QoQ

Shares Held

3,250

-9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,531

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $8,891,831 across 5 Credit Services names. AXP ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,809	$4,394,639
2	MA	Mastercard Inc	4,928	$2,531,020
3	AXP	American Express Co This page	3,250	$1,099,312
4	COF	Capital One Financial Corp	3,271	$656,228
5	PYPL	PayPal Holdings, Inc.	4,878	$210,632

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,099,312	3,250	-9.4%	Shares	Sole	2026-07-22
2026-03-31	$1,085,600	3,589	-5.8%	Shares	Sole	2026-04-24
2025-12-31	$1,409,879	3,811	-3.5%	Shares	Sole	2026-02-05
2025-09-30	$1,311,699	3,949	+9.0%	Shares	Sole	2025-11-04
2025-06-30	$1,155,664	3,623	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$974,230	3,621	-0.2%	Shares	Sole	2025-04-18
2024-12-31	$1,077,050	3,629	-1.0%	Shares	Sole	2025-01-21
2024-09-30	$994,219	3,666	+3.7%	Shares	Sole	2024-10-16
2024-06-30	$818,760	3,536	-0.6%	Shares	Sole	2024-07-16
2024-03-31	$810,348	3,559	+1.6%	Shares	Sole	2024-04-19
2023-12-31	$656,252	3,503	-11.3%	Shares	Sole	2024-01-10
2023-09-30	$589,449	3,951	+8.5%	Shares	Sole	2023-11-07
2023-06-30	$634,262	3,641	+3.4%	Shares	Sole	2023-07-14
2023-03-31	$580,953	3,522	+9.7%	Shares	Sole	2023-05-15
2022-09-30	$433,061	3,210	+1.0%	Shares	Sole	2022-10-14
2022-06-30	$440,395	3,177	+15.3%	Shares	Sole	2022-08-04
2022-03-31	$515,185	2,755	-5.6%	Shares	Sole	2022-04-21
2021-12-31	$477,221	2,917	+9.7%	Shares	Sole	2022-02-14
2021-09-30	$445,629	2,660	-0.2%	Shares	Sole	2021-11-12
2021-06-30	$440,337	2,665	-1.0%	Shares	Sole	2021-08-09
2021-03-31	$380,615	2,691	+1.2%	Shares	Sole	2021-04-30
2020-12-31	$321,378	2,658	-16.8%	Shares	Sole	2021-01-29
2020-09-30	$320,298	3,195	-4.1%	Shares	Sole	2020-10-13
2020-06-30	$317,016	3,330	-48.5%	Shares	Sole	2020-07-16
2020-03-31	$553,725	6,468	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.