Cornerstone Wealth Group, LLC

Position in AXP — American Express Co

CIK 1774879 HUNTERSVILLE, NC

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,146,329

+$152,985 QoQ

Shares Held

3,389

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,515

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $14,543,713 across 6 Credit Services names. AXP ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	26,168	$8,977,979
2	MA	Mastercard Inc	6,670	$3,425,712
3	AXP	American Express Co This page	3,389	$1,146,329
4	COF	Capital One Financial Corp	2,839	$569,560
5	PYPL	PayPal Holdings, Inc.	4,928	$212,791
6	SYF	Synchrony Financial	2,779	$211,342

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,329	3,389	+3.2%	Shares	Sole	2026-07-27
2026-03-31	$993,344	3,284	+24.5%	Shares	Sole	2026-04-22
2025-12-31	$975,928	2,638	-18.8%	Shares	Sole	2026-01-26
2025-09-30	$1,079,520	3,250	+2.4%	Shares	Sole	2025-10-30
2025-06-30	$1,012,442	3,174	+1.2%	Shares	Sole	2025-07-28
2025-03-31	$843,471	3,135	-7.9%	Shares	Sole	2025-04-23
2024-12-31	$1,010,273	3,404	-3.4%	Shares	Sole	2025-01-22
2024-09-30	$955,708	3,524	+1.3%	Shares	Sole	2024-10-25
2024-06-30	$805,330	3,478	+3.9%	Shares	Sole	2024-07-24
2024-03-31	$762,078	3,347	+11.0%	Shares	Sole	2024-04-17
2023-12-31	$564,830	3,015	+7.5%	Shares	Sole	2024-02-13
2023-09-30	$418,328	2,804	-1.9%	Shares	Sole	2023-10-18
2023-06-30	$497,689	2,857	+33.6%	Shares	Sole	2023-08-02
2023-03-31	$352,828	2,139	0.0%	Shares	Sole	2023-04-25
2022-12-31	$316,037	2,139	-14.5%	Shares	Sole	2023-01-25
2022-09-30	$337,544	2,502	+0.9%	Shares	Sole	2022-10-19
2022-06-30	$343,777	2,480	-2.2%	Shares	Sole	2022-07-20
2022-03-31	$474,232	2,536	-2.5%	Shares	Sole	2022-04-25
2021-12-31	$425,687	2,602	+8.0%	Shares	Sole	2022-01-25
2021-09-30	$403,747	2,410	+0.8%	Shares	Sole	2021-10-29
2021-06-30	$395,064	2,391	+0.7%	Shares	Sole	2021-07-21
2021-03-31	$335,920	2,375	+1.0%	Shares	Sole	2021-04-26
2020-12-31	$284,380	2,352	+0.2%	Shares	Sole	2021-01-28
2020-09-30	$235,387	2,348	-0.3%	Shares	Sole	2020-10-27
2020-06-30	$224,196	2,355	-2.8%	Shares	Sole	2020-07-27
2020-03-31	$207,347	2,422	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.