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Berkshire Asset Management’s Ameriprise Financial AMP Stock Holding History

Berkshire Asset 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 		$443K Sell
965
-161
-14% -$73.8K 0.02% 195
2026
Q1 		$501K Sell
1,126
-135
-11% -$65.1K 0.02% 177
2025
Q4 		$618K Sell
1,261
-51
-4% -$24.2K 0.03% 150
2025
Q3 		$645K Sell
1,312
-10
-0.8% -$5.13K 0.03% 171
2025
Q2 		$706K Buy
1,322
+75
+6% +$37.1K 0.03% 163
2025
Q1 		$610K Sell
1,247
-210
-14% -$110K 0.03% 170
2024
Q4 		$821K Sell
1,457
-64
-4% -$34.2K 0.04% 155
2024
Q3 		$650K Hold
1,521
– – 0.03% 158
2024
Q2 		$650K Buy
1,521
+492
+48% +$210K 0.03% 159
2024
Q1 		$451K Sell
1,029
-18
-2% -$7.21K 0.02% 171
2023
Q4 		$398K Buy
1,047
+18
+2% +$6.17K 0.02% 173
2023
Q3 		$339K Hold
1,029
– – 0.02% 177
2023
Q2 		$342K Buy
1,029
+118
+13% +$36.3K 0.02% 176
2023
Q1 		$279K Buy
+911
New +$298K 0.02% 195
2022
Q4 		– Sell
-911
Closed -$230K – 143
2022
Q3 		$230K Buy
+911
New +$240K 0.02% 197
2022
Q2 		– Sell
-750
Closed -$225K – 223
2022
Q1 		$225K Hold
750
– – 0.01% 190
2021
Q4 		$226K Buy
+750
New +$222K 0.01% 223
2019
Q4 		– Sell
-1,492
Closed -$219K – 199
2019
Q3 		$219K Hold
1,492
– – 0.02% 195
2019
Q2 		$217K Sell
1,492
-119
-7% -$17.2K 0.02% 195
2019
Q1 		$206K Buy
+1,611
New +$200K 0.02% 216
2018
Q4 		– Sell
-1,553
Closed -$229K – 210
2018
Q3 		$229K Buy
+1,553
New +$222K 0.02% 207

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 $3.38T AUM 44.17% 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

Berkshire Asset Management's AMP Position: Q2 2026 in Review

Berkshire Asset Management reduced its Ameriprise Financial (AMP) stake by 14% in Q2 2026, selling an estimated $73.8K and leaving 965 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #195.

Berkshire Asset Management first reported a position in AMP in Q3 2018 and has held it in 21 quarters since. The position peaked at $821K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Berkshire Asset Management held 965 shares of Ameriprise Financial worth $443K as of Q2 2026.
  • Berkshire Asset Management sold 161 Ameriprise Financial shares in Q2 2026, an estimated $73.8K.
  • Ameriprise Financial made up 0.02% of Berkshire Asset Management's portfolio in Q2 2026, its #195 holding.
  • Berkshire Asset Management first reported a position in Ameriprise Financial in Q3 2018 and has held it in 21 quarters since.
  • Berkshire Asset Management's Ameriprise Financial position peaked at $821K in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.