SEC 13F Intelligence

Choate Investment Advisors / AXP

Choate Investment Advisors’s American Express Co Position

Does Choate Investment Advisors own American Express Co (AXP)? Yes — 47.3K shares worth $14M (+0.28% of its 13F portfolio) as of Q1 2026, down from 47.4K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
47.3K
% of Portfolio
+0.28%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $7MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $18MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.3K$14M+0.28%
Q4 202547.4K$18M+0.34%
Q3 202547.2K$16M+0.32%
Q2 202547.3K$15M+0.33%
Q1 202547.8K$13M+0.32%
Q4 202447.6K$14M+0.34%
Q3 202457.8K$16M+0.40%
Q2 202460.6K$14M+0.37%
Q1 202461.0K$14M+0.37%
Q4 202360.9K$11M+0.35%
Q3 202360.8K$9M+0.36%
Q2 202339.9K$7M+0.29%
Q1 202332.1K$5M+0.26%
Q4 202232.9K$5M+0.29%
Q3 202231.5K$4M+0.28%
Q2 202231.5K$4M+0.26%
Q1 202232.8K$6M+0.33%
Q4 202132.8K$5M+0.31%
Q3 202131.3K$5M+0.34%
Q2 202131.7K$5M+0.32%
Q1 202138.9K$6M+0.34%
Q4 202038.6K$5M+0.28%
Q3 202041.6K$4M+0.27%
Q2 202041.6K$4M+0.29%
Q1 202042.8K$4M+0.29%
Q4 201942.8K$5M+0.32%
Q3 201942.8K$5M+0.31%
Q2 201943.6K$5M+0.32%
Q1 201943.6K$5M+0.28%
Q4 201842.6K$4M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Choate Investment Advisors’s full portfolio or all institutional holders of AXP.