DUMONT & BLAKE INVESTMENT ADVISORS LLC
Position in AXP — American Express Co
CIK 1287618
PRINCETON, NJ
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$211,406
-$14,263 QoQ
Shares Held
625
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,645
of 2,984 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $211,406 across 1 Credit Services name. AXP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
625 | $211,406 |
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,406 | 625 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $225,669 | 610 | Shares | Sole | 2026-01-29 | |
| 2022-06-30 | $240,505 | 1,735 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $324,445 | 1,735 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $287,936 | 1,760 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $294,852 | 1,760 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $290,804 | 1,760 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $248,934 | 1,760 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $212,801 | 1,760 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||