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Bartlett & Co Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bartlett & Co Wealth 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
Q1 		$3.35M Buy
7,129
+7
+0.1% +$3.37K 0.04% 162
2025
Q4 		$3.49M Sell
7,122
-8
-0.1% -$3.8K 0.05% 158
2025
Q3 		$3.5M Buy
7,130
+8
+0.1% +$4.1K 0.05% 158
2025
Q2 		$3.8M Sell
7,122
-39
-0.5% -$19.3K 0.05% 148
2025
Q1 		$3.47M Sell
7,161
-7
-0.1% -$3.67K 0.05% 153
2024
Q4 		$3.82M Sell
7,168
-25
-0.3% -$13.3K 0.06% 155
2024
Q3 		$3.38M Sell
7,193
-50
-0.7% -$21.7K 0.05% 158
2024
Q2 		$3.09M Hold
7,243
– – 0.05% 162
2024
Q1 		$3.18M Sell
7,243
-418
-5% -$167K 0.05% 159
2023
Q4 		$2.92M Sell
7,661
-300
-4% -$103K 0.05% 166
2023
Q3 		$2.62M Sell
7,961
-192
-2% -$65.5K 0.05% 169
2023
Q2 		$2.71M Buy
+8,153
New +$2.51M 0.05% 167
2022
Q4 		– Sell
-243
Closed -$61.2K – 1101
2022
Q3 		$61.2K Sell
243
-31
-11% -$8.16K ﹤0.01% 535
2022
Q2 		$65.1K Buy
274
+33
+14% +$8.84K ﹤0.01% 531
2022
Q1 		$57.3K Buy
+241
New +$72.9K ﹤0.01% 565
2021
Q4 		– Sell
-241
Closed -$63.7K – 427
2021
Q3 		$63.7K Sell
241
-5
-2% -$1.31K ﹤0.01% 474
2021
Q2 		$61.2K Hold
246
– – ﹤0.01% 473
2021
Q1 		$57.2K Hold
246
– – ﹤0.01% 508
2020
Q4 		$47.8K Buy
246
+5
+2% +$895 ﹤0.01% 530
2020
Q3 		$37.1K Hold
241
– – ﹤0.01% 531
2020
Q2 		$36.2K Hold
241
– – ﹤0.01% 541
2020
Q1 		$24.7K Sell
241
-120
-33% -$17.8K ﹤0.01% 557
2019
Q4 		$60.1K Hold
361
– – ﹤0.01% 498
2019
Q3 		$53.1K Buy
361
+241
+201% +$33.8K ﹤0.01% 521
2019
Q2 		$17.4K Hold
120
– – ﹤0.01% 546
2019
Q1 		$15.4K Hold
120
– – ﹤0.01% 544
2018
Q4 		$12.5K Hold
120
– – ﹤0.01% 559
2018
Q3 		$17.7K Hold
120
– – ﹤0.01% 552
2018
Q2 		$16.8K Hold
120
– – ﹤0.01% 550
2018
Q1 		$17.8K Buy
+120
New +$19.6K ﹤0.01% 547

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's AMP Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Ameriprise Financial (AMP) stake by 0.1% in Q1 2026, buying an estimated $3.37K and bringing the position to 7,129 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #162.

Bartlett & Co Wealth Management first reported a position in AMP in Q1 2018 and has held it in 30 quarters since. The position peaked at $3.82M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Bartlett & Co Wealth Management held 7,129 shares of Ameriprise Financial worth $3.35M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 7 Ameriprise Financial shares in Q1 2026, an estimated $3.37K.
  • Ameriprise Financial made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Bartlett & Co Wealth Management first reported a position in Ameriprise Financial in Q1 2018 and has held it in 30 quarters since.
  • Bartlett & Co Wealth Management's Ameriprise Financial position peaked at $3.82M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.