Institutions / Dumont & Blake Investment Advisors LLC / Activity
Activity — Dumont & Blake Investment Advisors LLC
50 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 22160k105 Common stock | $996.4K | +1K +406.50% | 1,246 0.28% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $715.6K | +1K +208.45% | 1,752 0.24% of portfolio | low |
| Q1 2026 as of | Add | Owens Corning Common stock | $647.2K | +6K +221.24% | 8,683 0.21% of portfolio | low |
| Q1 2026 as of | Add | CVS HEALTH Corp Common stock | $635.9K | +9K +148.96% | 14,798 0.24% of portfolio | low |
| Q1 2026 as of | Add | 032108664 Common stock | $526.8K | +7K +60.04% | 18,698 0.32% of portfolio | low |
| Q2 2026 as of | Add | Abbott Laboratories Common stock | $502.7K | +6K +51.55% | 16,287 0.33% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $452.0K | +2K +44.44% | 6,663 0.33% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $451.9K | +2K +8.28% | 24,800 1.33% of portfolio | low |
| Q1 2026 as of | Add | Illinois Tool Works Inc Common stock | $419.3K | +2K +43.24% | 5,337 0.31% of portfolio | low |
| Q1 2026 as of | Add | 00724f101 Common stock | $305.3K | +1K +65.76% | 3,166 0.17% of portfolio | low |
| Q2 2026 as of | Add | 92204a702 Common stock | $295.3K | +2K +724.34% | 2,811 0.08% of portfolio | low |
| Q2 2026 as of | Add | Ollie's Bargain Outlet Holdings, Inc. Common stock | $293.0K | +4K +61.56% | 10,002 0.17% of portfolio | low |
| Q2 2026 as of | Add | 81369y803 Common stock | $155.8K | +818 +2.07% | 40,322 1.73% of portfolio | low |
| Q2 2026 as of | Add | 81369y852 Common stock | $134.7K | +1K +2.77% | 46,557 1.12% of portfolio | low |
| Q1 2026 as of | Add | 78468r788 Common stock | $98.0K | +2K +4.21% | 53,277 0.54% of portfolio | low |
| Q2 2026 as of | Add | 34354p105 Common stock | $83.1K | +1K +5.97% | 19,885 0.33% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $70.0K | +674 +1.58% | 43,336 1.01% of portfolio | low |
| Q2 2026 as of | Add | 81369y704 Common stock | $65.0K | +351 +5.97% | 6,229 0.26% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $62.8K | +425 +2.46% | 17,720 0.59% of portfolio | low |
| Q2 2026 as of | Add | 464287606 Common stock | $62.6K | +533 +1.75% | 31,071 0.82% of portfolio | low |
| Q2 2026 as of | Add | 464287408 Common stock | $55.9K | +246 +2.43% | 10,353 0.53% of portfolio | low |
| Q2 2026 as of | Add | 464288760 Common stock | $41.9K | +173 +1.75% | 10,070 0.55% of portfolio | low |
| Q2 2026 as of | Add | 78468r788 Common stock | $40.4K | +846 +1.59% | 54,123 0.58% of portfolio | low |
| Q2 2026 as of | Add | 78467v608 Common stock | $35.4K | +878 +1.79% | 49,908 0.45% of portfolio | low |
| Q1 2026 as of | Add | 80850L726 Common stock | $33.5K | +2K +4.48% | 53,569 0.18% of portfolio | low |
| Q2 2026 as of | Add | 80850L726 Common stock | $32.4K | +2K +3.65% | 55,524 0.21% of portfolio | low |
| Q2 2026 as of | Add | 81369y886 Common stock | $29.0K | +640 +3.49% | 18,959 0.19% of portfolio | low |
| Q1 2026 as of | Add | 92204a702 Common stock | $26.5K | +38 +12.54% | 341 0.05% of portfolio | low |
| Q2 2026 as of | Add | 46137V662 Common stock | $23.3K | +197 +1.09% | 18,231 0.49% of portfolio | low |
| Q1 2026 as of | Add | 78467v608 Common stock | $19.1K | +476 +0.98% | 49,030 0.44% of portfolio | low |
| Q2 2026 as of | Add | 381430503 Common stock | $15.5K | +109 +0.72% | 15,144 0.48% of portfolio | low |
| Q1 2026 as of | Add | 74316P579 Common stock | $14.9K | +281 +7.01% | 4,292 0.05% of portfolio | low |
| Q2 2026 as of | Add | 46137v340 Common stock | $13.3K | +172 +1.46% | 11,986 0.21% of portfolio | low |
| Q1 2026 as of | Add | 808509848 Common stock | $13.2K | +329 +0.44% | 74,962 0.68% of portfolio | low |
| Q2 2026 as of | Add | 464287879 Common stock | $11.1K | +81 +1.02% | 7,995 0.25% of portfolio | low |
| Q1 2026 as of | Add | 808509855 Common stock | $10.4K | +620 +0.11% | 561,266 2.11% of portfolio | low |
| Q2 2026 as of | Add | 464288828 Common stock | $9.5K | +171 +1.12% | 15,422 0.19% of portfolio | low |
| Q2 2026 as of | Add | 87612g101 Common stock | $5.9K | +22 +2.39% | 944 0.06% of portfolio | low |
| Q2 2026 as of | Add | 33733E302 Common stock | $5.3K | +20 +0.28% | 7,109 0.42% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $5.2K | +123 +1.15% | 10,798 0.10% of portfolio | low |
| Q1 2026 as of | Add | 78409v104 Common stock | $3.0K | +7 +1.34% | 530 0.05% of portfolio | low |
| Q2 2026 as of | Add | 670657105 Common stock | $1.8K | +157 +0.80% | 19,710 0.05% of portfolio | low |
| Q2 2026 as of | Add | NUV Nuveen Municipal Value Fund Inc Closed-End Fund | $1.6K | +169 +1.01% | 16,877 0.03% of portfolio | low |
| Q1 2026 as of | Add | 315911750 Common stock | $1.4K | +6 +0.26% | 2,323 0.12% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $1.2K | +24 +0.51% | 4,756 0.05% of portfolio | low |
| Q1 2026 as of | Add | 670657105 Common stock | $1.1K | +100 +0.51% | 19,553 0.05% of portfolio | low |
| Q1 2026 as of | Add | NUV Nuveen Municipal Value Fund Inc Closed-End Fund | $998 | +111 +0.67% | 16,708 0.03% of portfolio | low |
| Q1 2026 as of | Add | 783925647 Common stock | $986 | +191 +1.77% | 11,008 0.01% of portfolio | low |
| Q2 2026 as of | Add | 315910836 Common stock | $928 | +66 +0.16% | 41,695 0.13% of portfolio | low |
| Q2 2026 as of | Add | 808524300 Common stock | $575 | +17 +0.07% | 26,128 0.20% of portfolio | low |