AAIM
AMP icon

Asset Advisors Investment Management’s Ameriprise Financial AMP Stock Holding History

Asset Advisors Investment Management’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Sell
8,127
-11,294
-58% -$5.18M 0.34% 56
2026
Q1 		$8.63M Sell
19,421
-1,478
-7% -$712K 0.82% 37
2025
Q4 		$10.2M Sell
20,899
-2,347
-10% -$1.11M 0.95% 35
2025
Q3 		$11.4M Sell
23,246
-102
-0.4% -$52.3K 1.08% 31
2025
Q2 		$12.5M Sell
23,348
-284
-1% -$140K 1.23% 28
2025
Q1 		$11.4M Sell
23,632
-40
-0.2% -$21K 1.2% 27
2024
Q4 		$12.6M Buy
23,672
+295
+1% +$157K 1.32% 24
2024
Q3 		$11M Buy
23,377
+716
+3% +$311K 1.14% 27
2024
Q2 		$9.68M Buy
22,661
+2,223
+11% +$950K 1.05% 30
2024
Q1 		$8.96M Buy
20,438
+4,871
+31% +$1.95M 1% 30
2023
Q4 		$5.91M Sell
15,567
-410
-3% -$141K 0.72% 35
2023
Q3 		$5.27M Sell
15,977
-603
-4% -$206K 0.71% 37
2023
Q2 		$5.51M Hold
16,580
– – 0.7% 37
2023
Q1 		$5.08M Sell
16,580
-280
-2% -$91.7K 0.67% 39
2022
Q4 		$5.25M Buy
16,860
+40
+0.2% +$12.2K 0.69% 37
2022
Q3 		$4.24M Sell
16,820
-50
-0.3% -$13.2K 0.6% 42
2022
Q2 		$4.01M Sell
16,870
-2,150
-11% -$576K 0.55% 44
2022
Q1 		$5.71M Sell
19,020
-590
-3% -$178K 0.64% 38
2021
Q4 		$5.92M Buy
19,610
+370
+2% +$109K 0.6% 41
2021
Q3 		$5.08M Buy
19,240
+110
+0.6% +$28.8K 0.57% 44
2021
Q2 		$4.76M Buy
19,130
+1,115
+6% +$281K 0.53% 46
2021
Q1 		$4.34M Buy
18,015
+1,990
+12% +$430K 0.51% 46
2020
Q4 		$3.11M Buy
16,025
+2,160
+16% +$387K 0.4% 46
2020
Q3 		$2.14M Buy
13,865
+900
+7% +$139K 0.32% 51
2020
Q2 		$1.95M Buy
12,965
+729
+6% +$93.5K 0.31% 52
2020
Q1 		$1.25M Buy
12,236
+9,135
+295% +$1.35M 0.23% 61
2019
Q4 		$522K Buy
+3,101
New +$481K 0.08% 82
2018
Q4 		– Sell
-200
Closed -$30K – 95
2018
Q3 		$30K Buy
+200
New +$28.6K ﹤0.01% 140

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Asset Advisors Investment Management's AMP Position: Q2 2026 in Review

Asset Advisors Investment Management reduced its Ameriprise Financial (AMP) stake by 58% in Q2 2026, selling an estimated $5.18M and leaving 8,127 shares worth $3.73M. The position accounts for 0.34% of the portfolio, ranked #56.

Asset Advisors Investment Management first reported a position in AMP in Q3 2018 and has held it in 28 quarters since. The position peaked at $12.6M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Asset Advisors Investment Management held 8,127 shares of Ameriprise Financial worth $3.73M as of Q2 2026.
  • Asset Advisors Investment Management sold 11,294 Ameriprise Financial shares in Q2 2026, an estimated $5.18M.
  • Ameriprise Financial made up 0.34% of Asset Advisors Investment Management's portfolio in Q2 2026, its #56 holding.
  • Asset Advisors Investment Management first reported a position in Ameriprise Financial in Q3 2018 and has held it in 28 quarters since.
  • Asset Advisors Investment Management's Ameriprise Financial position peaked at $12.6M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.