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Livermore
Livermore
ZHEN

Cornerstone Advisors, LLC

SEC CIK
0001775446
Latest filing
Aug 7, 2026

AXP holding history

American Express Co in every 13F filed by Cornerstone Advisors, 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)
50,301
Value
$17.0M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of AXP by Cornerstone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,301$17.0M0.6%−16,793−25.0%ReducedHolders
Q1 202667,094$20.3M0.7%+30,894+85.3%AddedHolders
Q4 202536,200$13.4M0.4%00.0%UnchangedHolders
Q3 202536,200$12.0M0.4%00.0%UnchangedHolders
Q2 202536,200$11.5M0.4%+4,400+13.8%AddedHolders
Q1 202531,800$8.56M0.4%00.0%UnchangedHolders
Q4 202431,800$9.44M0.4%00.0%UnchangedHolders
Q3 202431,800$8.62M0.3%00.0%UnchangedHolders
Q2 202431,800$7.36M0.3%−2,800−8.1%ReducedHolders
Q1 202434,600$7.88M0.3%−3,600−9.4%ReducedHolders
Q4 202338,200$7.16M0.3%−5,600−12.8%ReducedHolders
Q3 202343,800$6.53M0.3%+29,000+195.9%AddedHolders
Q2 202314,800$2.58M0.1%+14,800NewHolders
Q1 20230$00.0%−62,000−100.0%Sold outHolders
Q4 202262,000$9.16M0.5%00.0%UnchangedHolders
Q3 202262,000$8.36M0.4%00.0%UnchangedHolders
Q2 202262,000$8.59M0.5%+25,000+67.6%AddedHolders
Q1 202237,000$6.92M0.4%00.0%UnchangedHolders
Q4 202137,000$6.05M0.3%00.0%UnchangedHolders
Q3 202137,000$6.20M0.4%00.0%UnchangedHolders
Q2 202137,000$6.11M0.4%+25,000+208.3%AddedHolders
Q1 202112,000$1.70M0.1%––Holders

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