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Livermore
Livermore
ZHEN

Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

AXP holding history

American Express Co in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
3,389
Value
$1.15M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AXP by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,389$1.15M0.1%+105+3.2%AddedHolders
Q1 20263,284$1.08M0.1%+646+24.5%AddedHolders
Q4 20252,638$975.8K0.1%−612−18.8%ReducedHolders
Q3 20253,250$1.08M0.1%+76+2.4%AddedHolders
Q2 20253,174$1.01M0.1%+39+1.2%AddedHolders
Q1 20253,135$843.6K0.1%−269−7.9%ReducedHolders
Q4 20243,404$1.01M0.1%−120−3.4%ReducedHolders
Q3 20243,524$955.7K0.1%+46+1.3%AddedHolders
Q2 20243,478$805.4K0.1%+131+3.9%AddedHolders
Q1 20243,347$762.2K0.1%+332+11.0%AddedHolders
Q4 20233,015$564.9K0.1%+211+7.5%AddedHolders
Q3 20232,804$418.4K0.1%−53−1.9%ReducedHolders
Q2 20232,857$497.7K0.1%+718+33.6%AddedHolders
Q1 20232,139$352.8K0.1%00.0%UnchangedHolders
Q4 20222,139$316.0K0.1%−363−14.5%ReducedHolders
Q3 20222,502$338.0K0.1%+22+0.9%AddedHolders
Q2 20222,480$344.0K0.1%−56−2.2%ReducedHolders
Q1 20222,536$474.0K0.1%−66−2.5%ReducedHolders
Q4 20212,602$426.0K0.1%+192+8.0%AddedHolders
Q3 20212,410$404.0K0.1%+19+0.8%AddedHolders
Q2 20212,391$389.0K0.1%+16+0.7%AddedHolders
Q1 20212,375$350.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.