Petrus Trust Company’s American Express AXP Stock Holding History

Petrus Trust Company’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
2025 Q2	–	Sell	-1,041	Closed	-$280K	–	523
2025 Q1	$280K	Buy	+1,041	New	+$308K	0.03%	420
2024 Q3	–	Sell	-4,008	Closed	-$928K	–	563
2024 Q2	$928K	Buy	+4,008	New	+$928K	0.09%	47
2024 Q1	–	Sell	-3,835	Closed	-$718K	–	634
2023 Q4	$718K	Buy	3,835 +1,377	+56%	+$222K	0.07%	104
2023 Q3	$367K	Buy	+2,458	New	+$402K	0.04%	314
2023 Q2	–	Sell	-2,312	Closed	-$381K	–	587
2023 Q1	$381K	Buy	+2,312	New	+$384K	0.05%	191
2022 Q4	–	Sell	-1,978	Closed	-$267K	–	477
2022 Q3	$267K	Buy	1,978 +60	+3%	+$9.08K	0.04%	104
2022 Q2	$266K	Buy	+1,918	New	+$317K	0.04%	46

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Petrus Trust Company's AXP Position: Q2 2025 in Review

Petrus Trust Company sold out of American Express (AXP) in Q2 2025, closing a stake of 1,041 shares — an estimated $280K sold.

Petrus Trust Company first reported a position in AXP in Q2 2022 and held it in 7 quarters. The position peaked at $928K in Q2 2024. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Petrus Trust Company reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 1,041 American Express shares in Q2 2025, an estimated $280K.
Petrus Trust Company first reported a position in American Express in Q2 2022 and held it in 7 quarters.
Petrus Trust Company's American Express position peaked at $928K in Q2 2024.
2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.