Chesley Taft & Associates LLC: AXP position timeline

Chesley Taft & Associates LLC held 81,243 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 81,243 shares

   Change vs previous 13F -695 shares

   0.97% of the 13F portfolio, value $24,705,940.

   13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
   Accepted 2026-10-13 13:37:43 UTC, ingested 2026-10-13 13:38:13 UTC

2. period ended2026-06-30

   13F 81,938 shares

   Change vs previous 13F -1,273 shares

   1.08% of the 13F portfolio, value $27,715,370.

   13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 83,211 shares

   Change vs previous 13F -1,143 shares

   1.05% of the 13F portfolio, value $25,169,733.

   13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 84,354 shares

   Change vs previous 13F -20,733 shares

   1.23% of the 13F portfolio, value $31,206,758.

   13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 105,087 shares

   Change vs previous 13F -350 shares

   1.48% of the 13F portfolio, value $34,905,613.

   13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 105,437 shares

   Change vs previous 13F +129 shares

   1.5% of the 13F portfolio, value $33,632,436.

   13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 105,308 shares

   Change vs previous 13F -1,312 shares

   1.37% of the 13F portfolio, value $28,333,153.

   13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 106,620 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $31,643,718.

   13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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