CTA
AXP icon

Chesley Taft & Associates’s American Express AXP Stock Holding History

Chesley Taft & Associates’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7M Sell
81,938
-1,273
-2% -$408K 1.08% 21
2026
Q1 		$25.2M Sell
83,211
-1,143
-1% -$383K 1.05% 23
2025
Q4 		$31.2M Sell
84,354
-20,733
-20% -$7.42M 1.23% 21
2025
Q3 		$34.9M Sell
105,087
-350
-0.3% -$111K 1.48% 19
2025
Q2 		$33.6M Buy
105,437
+129
+0.1% +$36.3K 1.5% 16
2025
Q1 		$28.3M Sell
105,308
-1,312
-1% -$388K 1.37% 22
2024
Q4 		$31.6M Buy
106,620
+14,111
+15% +$4.05M 1.47% 17
2024
Q3 		$25.1M Sell
92,509
-1,837
-2% -$457K 1.2% 26
2024
Q2 		$21.8M Sell
94,346
-209
-0.2% -$48.4K 1.1% 27
2024
Q1 		$21.5M Sell
94,555
-160
-0.2% -$33.2K 1.1% 29
2023
Q4 		$17.7M Buy
94,715
+3,127
+3% +$503K 1% 30
2023
Q3 		$13.7M Sell
91,588
-605
-0.7% -$99K 0.89% 35
2023
Q2 		$16.1M Sell
92,193
-698
-0.8% -$113K 0.98% 31
2023
Q1 		$15.3M Sell
92,891
-963
-1% -$160K 1.01% 28
2022
Q4 		$13.9M Buy
93,854
+445
+0.5% +$65.9K 0.95% 29
2022
Q3 		$12.6M Sell
93,409
-1,663
-2% -$252K 0.93% 29
2022
Q2 		$13.2M Buy
95,072
+105
+0.1% +$17.3K 0.9% 30
2022
Q1 		$16.7M Sell
94,967
-1,034
-1% -$187K 0.97% 28
2021
Q4 		$15.7M Sell
96,001
-849
-0.9% -$145K 0.81% 29
2021
Q3 		$16.2M Sell
96,850
-603
-0.6% -$101K 0.93% 27
2021
Q2 		$16.1M Sell
97,453
-875
-0.9% -$137K 0.93% 28
2021
Q1 		$14.4M Sell
98,328
-25
-0% -$3.3K 0.86% 32
2020
Q4 		$11.9M Sell
98,353
-409
-0.4% -$45.3K 0.76% 39
2020
Q3 		$9.9M Buy
98,762
+319
+0.3% +$31.4K 0.7% 41
2020
Q2 		$9.37M Sell
98,443
-1,244
-1% -$115K 0.71% 40
2020
Q1 		$8.53M Sell
99,687
-885
-0.9% -$103K 0.78% 38
2019
Q4 		$12.5M Buy
100,572
+1,015
+1% +$121K 0.9% 35
2019
Q3 		$11.8M Sell
99,557
-645
-0.6% -$79.1K 0.91% 36
2019
Q2 		$12.4M Buy
100,202
+585
+0.6% +$68.7K 0.97% 33
2019
Q1 		$10.9M Sell
99,617
-1,245
-1% -$131K 0.91% 34
2018
Q4 		$9.61M Sell
100,862
-996
-1% -$104K 0.93% 36
2018
Q3 		$10.8M Buy
101,858
+1,716
+2% +$178K 0.86% 42
2018
Q2 		$9.81M Buy
100,142
+645
+0.6% +$63.4K 0.84% 41
2018
Q1 		$9.28M Buy
99,497
+1,855
+2% +$180K 0.82% 40
2017
Q4 		$9.7M Sell
97,642
-1,048
-1% -$99.8K 0.82% 38
2017
Q3 		$8.93M Buy
98,690
+1,476
+2% +$127K 0.77% 44
2017
Q2 		$8.19M Buy
97,214
+321
+0.3% +$25.4K 0.74% 42
2017
Q1 		$7.67M Buy
96,893
+1,590
+2% +$124K 0.72% 44
2016
Q4 		$7.06M Buy
95,303
+621
+0.7% +$43K 0.7% 47
2016
Q3 		$6.06M Sell
94,682
-584
-0.6% -$37.5K 0.61% 51
2016
Q2 		$5.79M Buy
95,266
+1,383
+1% +$87.6K 0.59% 51
2016
Q1 		$5.76M Buy
93,883
+1,055
+1% +$61.4K 0.61% 50
2015
Q4 		$6.46M Sell
92,828
-90
-0.1% -$6.55K 0.68% 46
2015
Q3 		$6.89M Buy
92,918
+26,538
+40% +$2.04M 0.75% 45
2015
Q2 		$5.16M Buy
66,380
+2,841
+4% +$225K 0.53% 65
2015
Q1 		$4.96M Buy
63,539
+59,252
+1,382% +$4.92M 0.51% 65
2014
Q4 		$399K Buy
4,287
+3
+0.1% +$269 0.04% 196
2014
Q3 		$375K Buy
4,284
+2
+0% +$180 0.04% 199
2014
Q2 		$406K Buy
4,282
+2
+0% +$180 0.04% 195
2014
Q1 		$385K Sell
4,280
-200
-4% -$17.9K 0.04% 199
2013
Q4 		$406K Hold
4,480
– – 0.04% 221
2013
Q3 		$338K Hold
4,480
– – 0.04% 227
2013
Q2 		$335K Buy
+4,480
New +$319K 0.04% 223

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Chesley Taft & Associates's AXP Position: Q2 2026 in Review

Chesley Taft & Associates reduced its American Express (AXP) stake by 1.5% in Q2 2026, selling an estimated $408K and leaving 81,938 shares worth $27.7M. The position accounts for 1.08% of the portfolio, ranked #21.

Chesley Taft & Associates first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.9M in Q3 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chesley Taft & Associates held 81,938 shares of American Express worth $27.7M as of Q2 2026.
  • Chesley Taft & Associates sold 1,273 American Express shares in Q2 2026, an estimated $408K.
  • American Express made up 1.08% of Chesley Taft & Associates's portfolio in Q2 2026, its #21 holding.
  • Chesley Taft & Associates first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's American Express position peaked at $34.9M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.