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Disclosery

Chesapeake Wealth Management: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesapeake Wealth Management on AXP, newest first. How the timeline and the estimate are built.

Chesapeake Wealth Management held 5,096 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,096 shares
    Change vs previous 13F -24 shares

    0.48% of the 13F portfolio, value $1,723,722.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,120 shares
    Change vs previous 13F -330 shares

    0.48% of the 13F portfolio, value $1,548,697.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,450 shares
    Change vs previous 13F -205 shares

    0.6% of the 13F portfolio, value $2,016,227.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,655 shares
    Change vs previous 13F -26 shares

    0.57% of the 13F portfolio, value $1,878,364.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,681 shares
    Change vs previous 13F -356 shares

    0.6% of the 13F portfolio, value $1,812,125.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,037 shares
    Change vs previous 13F -235 shares

    0.58% of the 13F portfolio, value $1,624,254.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,272 shares
    Change vs previous 13F -223 shares

    0.64% of the 13F portfolio, value $1,861,466.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,495 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,761,444.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).