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Welch & Forbes LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on AXP, newest first. How the timeline and the estimate are built.

Welch & Forbes LLC held 81,174 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,174 shares
    Change vs previous 13F -590 shares

    0.33% of the 13F portfolio, value $27,457,015.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes LLC
    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 81,764 shares
    Change vs previous 13F -5,482 shares

    0.32% of the 13F portfolio, value $24,731,978.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes LLC
    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 87,246 shares
    Change vs previous 13F -513 shares

    0.39% of the 13F portfolio, value $32,276,677.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes LLC
    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 87,759 shares
    Change vs previous 13F -1,034 shares

    0.35% of the 13F portfolio, value $29,150,022.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes LLC
    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 88,793 shares
    Change vs previous 13F -861 shares

    0.35% of the 13F portfolio, value $28,323,206.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes LLC
    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 89,654 shares
    Change vs previous 13F -218 shares

    0.32% of the 13F portfolio, value $24,121,438.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes LLC
    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 89,872 shares
    Change vs previous 13F +98 shares

    0.34% of the 13F portfolio, value $26,673,130.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes LLC
    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 89,774 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $24,346,711.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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