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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
2016
Q2 		– Sell
-700
Closed -$43K – 186
2016
Q1 		$43K Sell
700
-1,000
-59% -$58.2K 0.02% 161
2015
Q4 		$119K Buy
1,700
+700
+70% +$50.9K 0.06% 154
2015
Q3 		$74K Hold
1,000
– – 0.04% 149
2015
Q2 		$78K Hold
1,000
– – 0.04% 150
2015
Q1 		$78K Buy
+1,000
New +$83.1K 0.04% 150

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dumont & Blake Investment Advisors's AXP Position: Q2 2026 in Review

Dumont & Blake Investment Advisors opened a new position in American Express (AXP) in Q2 2026: 625 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings. This is a return to the name: Dumont & Blake Investment Advisors previously reported a position in AXP as recently as Q4 2025.

Dumont & Blake Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.04M in Q3 2013. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Dumont & Blake Investment Advisors held 625 shares of American Express worth $211K as of Q2 2026.
  • American Express was a new Dumont & Blake Investment Advisors position in Q2 2026.
  • American Express made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Dumont & Blake Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 26 quarters since.
  • Dumont & Blake Investment Advisors's American Express position peaked at $2.04M in Q3 2013.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.