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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 $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.