Choate Investment Advisors

Position in AXP — American Express Co

CIK 1399794 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$15,570,662

+$1,272,433 QoQ

Shares Held

46,033

-2.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#469

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $80,054,057 across 5 Credit Services names. AXP ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	102,208	$35,066,542
2	MA	Mastercard Inc	54,084	$27,777,542
3	AXP	American Express Co This page	46,033	$15,570,662
4	COF	Capital One Financial Corp	6,090	$1,221,775
5	AFRM	Affirm Holdings, Inc.	5,120	$417,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,570,662	46,033	-2.6%	Shares	Sole	2026-08-11
2026-03-31	$14,298,229	47,270	-0.3%	Shares	Sole	2026-05-13
2025-12-31	$17,535,260	47,399	+0.4%	Shares	Sole	2026-02-09
2025-09-30	$15,675,959	47,194	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$15,087,116	47,298	-1.0%	Shares	Sole	2025-08-12
2025-03-31	$12,856,554	47,785	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$14,128,391	47,604	-17.6%	Shares	Sole	2025-02-10
2024-09-30	$15,669,664	57,779	-4.6%	Shares	Sole	2024-11-13
2024-06-30	$14,025,446	60,572	-0.8%	Shares	Sole	2024-08-08
2024-03-31	$13,897,286	61,036	+0.3%	Shares	Sole	2024-05-07
2023-12-31	$11,405,071	60,879	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$9,067,917	60,781	+52.3%	Shares	Sole	2023-10-30
2023-06-30	$6,953,018	39,914	+24.2%	Shares	Sole	2023-08-01
2023-03-31	$5,302,152	32,144	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$4,862,748	32,912	+4.5%	Shares	Sole	2023-02-14
2022-09-30	$4,247,506	31,484	0.0%	Shares	Sole	2022-11-14
2022-06-30	$4,364,312	31,484	-4.0%	Shares	Sole	2022-08-11
2022-03-31	$6,133,413	32,799	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$5,368,861	32,817	+4.7%	Shares	Sole	2022-02-07
2021-09-30	$5,249,887	31,337	-1.2%	Shares	Sole	2021-11-04
2021-06-30	$5,238,947	31,707	-18.5%	Shares	Sole	2021-07-30
2021-03-31	$5,504,986	38,921	+0.9%	Shares	Sole	2021-05-07
2020-12-31	$4,666,158	38,592	-7.2%	Shares	Sole	2021-02-08
2020-09-30	$4,169,798	41,594	-0.0%	Shares	Sole	2020-10-26
2020-06-30	$3,961,176	41,609	-2.7%	Shares	Sole	2020-07-23
2020-03-31	$3,660,597	42,759	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.