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Dumont & Blake Investment Advisors’s American Express AXP Stock Holding History

Dumont & Blake Investment Advisors’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
Q1 		– Sell
-610
Closed -$226K – 205
2025
Q4 		$226K Buy
+610
New +$218K 0.05% 181
2022
Q3 		– Sell
-1,735
Closed -$241K – 186
2022
Q2 		$241K Hold
1,735
– – 0.08% 175
2022
Q1 		$324K Sell
1,735
-25
-1% -$4.51K 0.09% 177
2021
Q4 		$288K Hold
1,760
– – 0.08% 170
2021
Q3 		$295K Hold
1,760
– – 0.08% 166
2021
Q2 		$291K Hold
1,760
– – 0.08% 168
2021
Q1 		$249K Hold
1,760
– – 0.08% 174
2020
Q4 		$213K Buy
+1,760
New +$195K 0.07% 180
2020
Q1 		– Sell
-1,760
Closed -$219K – 170
2019
Q4 		$219K Hold
1,760
– – 0.09% 163
2019
Q3 		$208K Sell
1,760
-50
-3% -$6.13K 0.09% 164
2019
Q2 		$223K Buy
+1,810
New +$213K 0.09% 167
2017
Q4 		– Sell
-2,510
Closed -$227K – 197
2017
Q3 		$227K Hold
2,510
– – 0.1% 156
2017
Q2 		$211K Buy
+2,510
New +$199K 0.09% 161
2016
Q2 		– Sell
-3,424
Closed -$210K – 185
2016
Q1 		$210K Sell
3,424
-8,475
-71% -$493K 0.11% 144
2015
Q4 		$828K Sell
11,899
-728
-6% -$53K 0.42% 85
2015
Q3 		$936K Sell
12,627
-75
-0.6% -$5.77K 0.51% 75
2015
Q2 		$987K Sell
12,702
-7,492
-37% -$594K 0.48% 82
2015
Q1 		$1.58M Buy
20,194
+1,090
+6% +$90.6K 0.77% 47
2014
Q4 		$1.78M Sell
19,104
-50
-0.3% -$4.48K 0.88% 34
2014
Q3 		$1.68M Buy
19,154
+39
+0.2% +$3.51K 0.87% 34
2014
Q2 		$1.81M Sell
19,115
-1,075
-5% -$96.9K 0.91% 32
2014
Q1 		$1.82M Sell
20,190
-70
-0.3% -$6.25K 0.95% 31
2013
Q4 		$1.84M Sell
20,260
-6,751
-25% -$555K 0.95% 31
2013
Q3 		$2.04M Sell
27,011
-75
-0.3% -$5.64K 0.97% 28
2013
Q2 		$2.02M Buy
+27,086
New +$1.93M 1.22% 22

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dumont & Blake Investment Advisors's AXP Position: Q1 2026 in Review

Dumont & Blake Investment Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 610 shares — an estimated $226K sold.

Dumont & Blake Investment Advisors first reported a position in AXP in Q2 2013 and held it in 25 quarters. The position peaked at $2.04M in Q3 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Dumont & Blake Investment Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 610 American Express shares in Q1 2026, an estimated $226K.
  • Dumont & Blake Investment Advisors first reported a position in American Express in Q2 2013 and held it in 25 quarters.
  • Dumont & Blake Investment Advisors's American Express position peaked at $2.04M in Q3 2013.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.