Carson Wealth (CWM LLC)’s Ameriprise Financial AMP Stock Holding History

Carson Wealth (CWM LLC)’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	$14.1M	Buy	31,625 +9,470	+43%	+$4.56M	0.04%	437
2025 Q4	$10.9M	Buy	22,155 +16,645	+302%	+$7.9M	0.03%	496
2025 Q3	$2.71M	Sell	5,510 -346	-6%	-$177K	0.01%	964
2025 Q2	$3.13M	Sell	5,856 -497	-8%	-$246K	0.01%	763
2025 Q1	$3.08M	Buy	6,353 +1,833	+41%	+$961K	0.01%	677
2024 Q4	$2.41M	Buy	4,520 +1,610	+55%	+$859K	0.01%	713
2024 Q3	$1.37M	Sell	2,910 -224	-7%	-$97.2K	0.01%	864
2024 Q2	$1.34M	Buy	3,134 +6	+0.2%	+$2.56K	0.01%	762
2024 Q1	$1.37M	Sell	3,128 -173	-5%	-$69.3K	0.01%	734
2023 Q4	$1.25M	Buy	3,301 +868	+36%	+$298K	0.01%	715
2023 Q3	$802K	Buy	2,433 +69	+3%	+$23.5K	﹤0.01%	826
2023 Q2	$785K	Buy	2,364 +235	+11%	+$72.2K	﹤0.01%	794
2023 Q1	$653K	Sell	2,129 -21	-1%	-$6.88K	﹤0.01%	803
2022 Q4	$669K	Buy	2,150 +295	+16%	+$90K	﹤0.01%	716
2022 Q3	$467K	Buy	1,855 +97	+6%	+$25.5K	﹤0.01%	762
2022 Q2	$418K	Buy	1,758 +512	+41%	+$137K	﹤0.01%	785
2022 Q1	$374K	Buy	1,246 +432	+53%	+$131K	﹤0.01%	811
2021 Q4	$246K	Buy	+814	New	+$241K	﹤0.01%	936
2021 Q2	$144K	Hold	577	–	–	﹤0.01%	1008
2021 Q1	$144K	Hold	577	–	–	﹤0.01%	1008
2020 Q4	$144K	Hold	577	–	–	﹤0.01%	1008
2020 Q3	$144K	Hold	577	–	–	﹤0.01%	1008
2020 Q2	$144K	Hold	577	–	–	﹤0.01%	1008
2020 Q1	$144K	Hold	577	–	–	﹤0.01%	1008
2019 Q4	$144K	Hold	577	–	–	﹤0.01%	1008
2019 Q3	$144K	Hold	577	–	–	﹤0.01%	1008
2019 Q2	$144K	Hold	577	–	–	﹤0.01%	1008
2019 Q1	$144K	Buy	577 +87	+18%	+$10.8K	﹤0.01%	1008
2018 Q4	$51K	Sell	490 -346	-41%	-$43.4K	﹤0.01%	876
2018 Q3	$123K	Buy	836 +231	+38%	+$33.1K	﹤0.01%	586
2018 Q2	$85K	Sell	605 -30	-5%	-$4.25K	﹤0.01%	542
2018 Q1	$94K	Buy	635 +35	+6%	+$5.71K	﹤0.01%	453
2017 Q4	$102K	Sell	600 -10	-2%	-$1.6K	﹤0.01%	425
2017 Q3	$91K	Buy	610 +227	+59%	+$31.7K	﹤0.01%	426
2017 Q2	$49K	Hold	383	–	–	﹤0.01%	481
2017 Q1	$50K	Sell	383 -32	-8%	-$3.96K	﹤0.01%	460
2016 Q4	$46K	Buy	415 +382	+1,158%	+$40.3K	﹤0.01%	459
2016 Q3	$3K	Hold	33	–	–	﹤0.01%	869
2016 Q2	$3K	Hold	33	–	–	﹤0.01%	673
2016 Q1	$3K	Buy	+33	New	+$2.96K	﹤0.01%	642
2014 Q1	–	Sell	-270	Closed	-$31K	–	159
2013 Q4	$31K	Buy	270 +225	+500%	+$23.2K	﹤0.01%	321
2013 Q3	$4K	Buy	+45	New	+$3.98K	﹤0.01%	394

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ameriprise Financial (AMP) stake by 43% in Q1 2026, buying an estimated $4.56M and bringing the position to 31,625 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #437.

Carson Wealth (CWM LLC) first reported a position in AMP in Q3 2013 and has held it in 42 quarters since. 1,388 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Carson Wealth (CWM LLC) held 31,625 shares of Ameriprise Financial worth $14.1M as of Q1 2026.
Carson Wealth (CWM LLC) bought 9,470 Ameriprise Financial shares in Q1 2026, an estimated $4.56M.
Ameriprise Financial made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #437 holding.
Carson Wealth (CWM LLC) first reported a position in Ameriprise Financial in Q3 2013 and has held it in 42 quarters since.
1,388 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.