Welch & Forbes LLC

Position in AXP — American Express Co

CIK 105495 Boston, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$27,457,105

+$2,725,131 QoQ

Shares Held

81,174

-0.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#351

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $276,850,761 across 4 Credit Services names. AXP ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	705,106	$241,914,817
2	AXP	American Express Co This page	81,174	$27,457,105
3	MA	Mastercard Inc	13,080	$6,717,888
4	COF	Capital One Financial Corp	3,793	$760,951

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,457,105	81,174	-0.7%	Shares	Sole	2026-07-30
2026-03-31	$24,731,974	81,764	-6.3%	Shares	Sole	2026-05-01
2025-12-31	$32,276,657	87,246	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$29,150,029	87,759	-1.2%	Shares	Sole	2025-11-04
2025-06-30	$28,323,191	88,793	-1.0%	Shares	Sole	2025-08-05
2025-03-31	$24,121,408	89,654	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$26,673,110	89,872	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$24,346,708	89,774	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$20,696,865	89,384	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$20,278,754	89,063	-0.9%	Shares	Sole	2024-05-03
2023-12-31	$16,839,992	89,890	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$13,485,582	90,392	-0.8%	Shares	Sole	2023-11-03
2023-06-30	$15,880,420	91,162	+1.0%	Shares	Sole	2023-07-28
2023-03-31	$14,883,933	90,233	-0.4%	Shares	Sole	2023-04-14
2022-12-31	$13,390,730	90,631	+0.3%	Shares	Sole	2023-02-02
2022-09-30	$12,194,245	90,388	-0.2%	Shares	Sole	2022-10-31
2022-06-30	$12,555,783	90,577	+0.0%	Shares	Sole	2022-07-22
2022-03-31	$16,931,354	90,542	-0.1%	Shares	Sole	2022-04-25
2021-12-31	$14,824,450	90,614	-1.1%	Shares	Sole	2022-01-19
2021-09-30	$15,347,758	91,612	-0.6%	Shares	Sole	2021-10-13
2021-06-30	$15,225,944	92,150	-0.8%	Shares	Sole	2021-07-22
2021-03-31	$13,139,917	92,901	+0.6%	Shares	Sole	2021-04-14
2020-12-31	$11,160,234	92,302	-2.2%	Shares	Sole	2021-01-20
2020-09-30	$9,462,898	94,393	-5.9%	Shares	Sole	2020-10-23
2020-06-30	$9,545,894	100,272	-8.6%	Shares	Sole	2020-07-15
2020-03-31	$9,395,355	109,746	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.