BAM
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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
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 $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

Berkshire Asset Management's AMP Position: Q1 2026 in Review

Berkshire Asset Management reduced its Ameriprise Financial (AMP) stake by 11% in Q1 2026, selling an estimated $65.1K and leaving 1,126 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #177.

Berkshire Asset Management first reported a position in AMP in Q3 2018 and has held it in 20 quarters since. The position peaked at $821K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Berkshire Asset Management held 1,126 shares of Ameriprise Financial worth $501K as of Q1 2026.
  • Berkshire Asset Management sold 135 Ameriprise Financial shares in Q1 2026, an estimated $65.1K.
  • Ameriprise Financial made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #177 holding.
  • Berkshire Asset Management first reported a position in Ameriprise Financial in Q3 2018 and has held it in 20 quarters since.
  • Berkshire Asset Management's Ameriprise Financial position peaked at $821K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.