Chesapeake Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $234K | Sell |
510
-70
| -12% | -$32.1K | 0.07% | 156 |
|
|
2026
Q1 | $258K | Sell |
580
-35
| -6% | -$16.9K | 0.08% | 142 |
|
|
2025
Q4 | $302K | Hold |
615
| – | – | 0.09% | 132 |
|
|
2025
Q3 | $302K | Hold |
615
| – | – | 0.09% | 129 |
|
|
2025
Q2 | $328K | Sell |
615
-10
| -2% | -$4.94K | 0.11% | 126 |
|
|
2025
Q1 | $303K | Sell |
625
-10
| -2% | -$5.25K | 0.11% | 130 |
|
|
2024
Q4 | $338K | Sell |
635
-15
| -2% | -$8.01K | 0.12% | 126 |
|
|
2024
Q3 | $305K | Sell |
650
-54
| -8% | -$23.4K | 0.1% | 131 |
|
|
2024
Q2 | $301K | Sell |
704
-36
| -5% | -$15.4K | 0.11% | 128 |
|
|
2024
Q1 | $324K | Sell |
740
-50
| -6% | -$20K | 0.12% | 125 |
|
|
2023
Q4 | $300K | Sell |
790
-60
| -7% | -$20.6K | 0.12% | 127 |
|
|
2023
Q3 | $280K | Sell |
850
-75
| -8% | -$25.6K | 0.12% | 128 |
|
|
2023
Q2 | $307K | Sell |
925
-60
| -6% | -$18.4K | 0.12% | 126 |
|
|
2023
Q1 | $302K | Sell |
985
-60
| -6% | -$19.7K | 0.13% | 130 |
|
|
2022
Q4 | $325K | Sell |
1,045
-40
| -4% | -$12.2K | 0.14% | 128 |
|
|
2022
Q3 | $273K | Hold |
1,085
| – | – | 0.12% | 141 |
|
|
2022
Q2 | $258K | Sell |
1,085
-45
| -4% | -$12.1K | 0.11% | 153 |
|
|
2022
Q1 | $339K | Sell |
1,130
-25
| -2% | -$7.56K | 0.12% | 143 |
|
|
2021
Q4 | $348K | Hold |
1,155
| – | – | 0.12% | 151 |
|
|
2021
Q3 | $305K | Sell |
1,155
-95
| -8% | -$24.9K | 0.11% | 159 |
|
|
2021
Q2 | $311K | Sell |
1,250
-250
| -17% | -$63K | 0.1% | 176 |
|
|
2021
Q1 | $349K | Sell |
1,500
-132
| -8% | -$28.5K | 0.12% | 165 |
|
|
2020
Q4 | $318K | Sell |
1,632
-195
| -11% | -$34.9K | 0.11% | 172 |
|
|
2020
Q3 | $282K | Sell |
1,827
-10
| -0.5% | -$1.54K | 0.11% | 173 |
|
|
2020
Q2 | $276K | Sell |
1,837
-282
| -13% | -$36.2K | 0.11% | 172 |
|
|
2020
Q1 | $217K | Sell |
2,119
-118
| -5% | -$17.5K | 0.1% | 170 |
|
|
2019
Q4 | $373K | Sell |
2,237
-43
| -2% | -$6.66K | 0.14% | 139 |
|
|
2019
Q3 | $335K | Sell |
2,280
-50
| -2% | -$7.01K | 0.14% | 146 |
|
|
2019
Q2 | $338K | Sell |
2,330
-200
| -8% | -$28.9K | 0.14% | 148 |
|
|
2019
Q1 | $324K | Sell |
2,530
-110
| -4% | -$13.7K | 0.14% | 151 |
|
|
2018
Q4 | $275K | Sell |
2,640
-1,300
| -33% | -$163K | 0.14% | 150 |
|
|
2018
Q3 | $582K | Sell |
3,940
-560
| -12% | -$80.1K | 0.26% | 96 |
|
|
2018
Q2 | $629K | Sell |
4,500
-1,045
| -19% | -$148K | 0.29% | 92 |
|
|
2018
Q1 | $821K | Buy |
+5,545
| New | +$905K | 0.38% | 74 |
|
Other funds holding AMP
Chesapeake Wealth Management's AMP Position: Q2 2026 in Review
Chesapeake Wealth Management reduced its Ameriprise Financial (AMP) stake by 12% in Q2 2026, selling an estimated $32.1K and leaving 510 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #156.
Chesapeake Wealth Management first reported a position in AMP in Q1 2018 and has held it in 34 quarters since. The position peaked at $821K in Q1 2018. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Chesapeake Wealth Management held 510 shares of Ameriprise Financial worth $234K as of Q2 2026.
- Chesapeake Wealth Management sold 70 Ameriprise Financial shares in Q2 2026, an estimated $32.1K.
- Ameriprise Financial made up 0.07% of Chesapeake Wealth Management's portfolio in Q2 2026, its #156 holding.
- Chesapeake Wealth Management first reported a position in Ameriprise Financial in Q1 2018 and has held it in 34 quarters since.
- Chesapeake Wealth Management's Ameriprise Financial position peaked at $821K in Q1 2018.
- 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.