SEC 13F Intelligence

Chesley Taft & Associates LLC / AXP

Chesley Taft & Associates LLC’s American Express Co Position

Does Chesley Taft & Associates LLC own American Express Co (AXP)? Yes81.9K shares worth $28M (+1.08% of its 13F portfolio) as of Q2 2026, down from 83.2K shares the prior filed quarter.

Position Value
$28M
Q2 2026
Shares
81.9K
% of Portfolio
+1.08%
Quarters Held
31
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $12MQ4 ’19: $13MQ4 ’19Q1 ’20: $9MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $16MQ4 ’21: $16MQ4 ’21Q1 ’22: $17MQ2 ’22: $13MQ3 ’22: $13MQ4 ’22: $14MQ4 ’22Q1 ’23: $15MQ2 ’23: $16MQ3 ’23: $14MQ4 ’23: $18MQ4 ’23Q1 ’24: $22MQ2 ’24: $22MQ3 ’24: $25MQ4 ’24: $32MQ4 ’24Q1 ’25: $28MQ2 ’25: $34MQ3 ’25: $35MQ4 ’25: $31MQ4 ’25Q1 ’26: $25MQ2 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202681.9K$28M+1.08%
Q1 202683.2K$25M+1.05%
Q4 202584.4K$31M+1.23%
Q3 2025105.1K$35M+1.48%
Q2 2025105.4K$34M+1.50%
Q1 2025105.3K$28M+1.37%
Q4 2024106.6K$32M+1.47%
Q3 202492.5K$25M+1.20%
Q2 202494.3K$22M+1.10%
Q1 202494.6K$22M+1.10%
Q4 202394.7K$18M+1.00%
Q3 202391.6K$14M+0.89%
Q2 202392.2K$16M+0.98%
Q1 202392.9K$15M+1.01%
Q4 202293.9K$14M+0.95%
Q3 202293.4K$13M+0.93%
Q2 202295.1K$13M+0.90%
Q1 202295.0K$17M+0.97%
Q4 202196.0K$16M+0.81%
Q3 202196.8K$16M+0.93%
Q2 202197.5K$16M+0.93%
Q1 202198.3K$14M+0.86%
Q4 202098.4K$12M+0.76%
Q3 202098.8K$10M+0.70%
Q2 202098.4K$9M+0.71%
Q1 202099.7K$9M+0.78%
Q4 2019100.6K$13M+0.90%
Q3 201999.6K$12M+0.91%
Q2 2019100.2K$12M+0.97%
Q1 201999.6K$11M+0.91%
Q4 2018100.9K$10M+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chesley Taft & Associates LLC’s full portfolio or all institutional holders of AXP.