Chesley Taft & Associates LLC

Position in AXP — American Express Co

CIK 1164632 CHICAGO, IL

Position in AXP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$27,715,528

+$2,545,866 QoQ

Shares Held

81,938

-1.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#348

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

Chesley Taft & Associates LLC holds $117,517,115 across 4 Credit Services names. AXP ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	122,542	$42,042,934
2	AXP	American Express Co This page	81,938	$27,715,528
3	MA	Mastercard Inc	50,518	$25,946,044
4	COF	Capital One Financial Corp	108,726	$21,812,609

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,715,528	81,938	-1.5%	Shares	Other	2026-07-08
2026-03-31	$25,169,662	83,211	-1.4%	Shares	Other	2026-04-13
2025-12-31	$31,206,762	84,354	-19.7%	Shares	Sole	2026-01-14
2025-09-30	$34,905,697	105,087	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$33,632,294	105,437	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$28,333,117	105,308	-1.2%	Shares	Sole	2025-04-10
2024-12-31	$31,643,749	106,620	+15.3%	Shares	Sole	2025-01-17
2024-09-30	$25,088,440	92,509	-1.9%	Shares	Sole	2024-10-07
2024-06-30	$21,845,816	94,346	-0.2%	Shares	Sole	2024-07-19
2024-03-31	$21,529,227	94,555	-0.2%	Shares	Sole	2024-04-16
2023-12-31	$17,743,908	94,715	+3.4%	Shares	Sole	2024-01-11
2023-09-30	$13,664,013	91,588	-0.7%	Shares	Sole	2023-10-11
2023-06-30	$16,060,020	92,193	-0.8%	Shares	Sole	2023-07-18
2023-03-31	$15,322,370	92,891	-1.0%	Shares	Sole	2023-04-11
2022-12-31	$13,866,928	93,854	+0.5%	Shares	Sole	2023-01-20
2022-09-30	$12,601,808	93,409	-1.7%	Shares	Sole	2022-10-13
2022-06-30	$13,178,880	95,072	+0.1%	Shares	Sole	2022-07-07
2022-03-31	$17,758,829	94,967	-1.1%	Shares	Sole	2022-04-14
2021-12-31	$15,705,763	96,001	-0.9%	Shares	Sole	2022-01-05
2021-09-30	$16,225,280	96,850	-0.6%	Shares	Sole	2021-10-05
2021-06-30	$16,102,159	97,453	-0.9%	Shares	Sole	2021-07-07
2021-03-31	$13,907,512	98,328	-0.0%	Shares	Sole	2021-04-06
2020-12-31	$11,891,861	98,353	-0.4%	Shares	Sole	2021-01-11
2020-09-30	$9,900,890	98,762	+0.3%	Shares	Sole	2020-10-08
2020-06-30	$9,371,773	98,443	-1.2%	Shares	Sole	2020-07-08
2020-03-31	$8,534,204	99,687	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.