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Choate Investment Advisors: AXP position timeline

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

Choate Investment Advisors held 46,033 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,033 shares
    Change vs previous 13F -1,237 shares

    0.27% of the 13F portfolio, value $15,570,612.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 47,270 shares
    Change vs previous 13F -129 shares

    0.28% of the 13F portfolio, value $14,298,185.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 47,399 shares
    Change vs previous 13F +205 shares

    0.34% of the 13F portfolio, value $17,535,205.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 47,194 shares
    Change vs previous 13F -104 shares

    0.32% of the 13F portfolio, value $15,675,960.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 47,298 shares
    Change vs previous 13F -487 shares

    0.33% of the 13F portfolio, value $15,087,116.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 47,785 shares
    Change vs previous 13F +181 shares

    0.32% of the 13F portfolio, value $12,856,554.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 47,604 shares
    Change vs previous 13F -10,175 shares

    0.34% of the 13F portfolio, value $14,128,391.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 57,779 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $15,669,665.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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