Chevy Chase Trust’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
$20M Sell
43,610
-1,572
-3% -$720K 0.05% 279
2026
Q1
$20.1M Sell
45,182
-2,124
-4% -$1.02M 0.06% 268
2025
Q4
$23.2M Sell
47,306
-1,082
-2% -$513K 0.06% 241
2025
Q3
$23.8M Sell
48,388
-2,190
-4% -$1.12M 0.07% 239
2025
Q2
$27M Sell
50,578
-167
-0.3% -$82.5K 0.08% 215
2025
Q1
$24.6M Sell
50,745
-403
-0.8% -$211K 0.08% 218
2024
Q4
$27.2M Sell
51,148
-1,743
-3% -$930K 0.08% 208
2024
Q3
$24.8M Sell
52,891
-1,577
-3% -$684K 0.08% 215
2024
Q2
$23.3M Sell
54,468
-1,642
-3% -$701K 0.07% 217
2024
Q1
$24.6M Sell
56,110
-419
-0.7% -$168K 0.08% 221
2023
Q4
$21.5M Sell
56,529
-1,208
-2% -$414K 0.08% 232
2023
Q3
$19M Sell
57,737
-2,245
-4% -$766K 0.08% 243
2023
Q2
$19.9M Sell
59,982
-1,260
-2% -$387K 0.07% 241
2023
Q1
$18.8M Sell
61,242
-194
-0.3% -$63.6K 0.07% 248
2022
Q4
$19.1M Sell
61,436
-4,786
-7% -$1.46M 0.08% 240
2022
Q3
$16.7M Sell
66,222
-324
-0.5% -$85.2K 0.07% 258
2022
Q2
$15.8M Sell
66,546
-336
-0.5% -$90K 0.07% 276
2022
Q1
$20.1M Sell
66,882
-556
-0.8% -$168K 0.07% 255
2021
Q4
$20.3M Sell
67,438
-2,737
-4% -$810K 0.07% 269
2021
Q3
$18.5M Sell
70,175
-4,066
-5% -$1.06M 0.06% 273
2021
Q2
$18.5M Sell
74,241
-4,452
-6% -$1.12M 0.06% 277
2021
Q1
$18.3M Sell
78,693
-6,501
-8% -$1.41M 0.07% 281
2020
Q4
$16.6M Sell
85,194
-4,211
-5% -$754K 0.06% 295
2020
Q3
$13.8M Sell
89,405
-9,263
-9% -$1.43M 0.05% 305
2020
Q2
$14.8M Sell
98,668
-9,256
-9% -$1.19M 0.06% 295
2020
Q1
$11.1M Buy
107,924
+1,740
+2% +$258K 0.05% 314
2019
Q4
$17.7M Sell
106,184
-3,415
-3% -$529K 0.07% 294
2019
Q3
$16.1M Sell
109,599
-2,564
-2% -$359K 0.07% 298
2019
Q2
$16.3M Sell
112,163
-1,124
-1% -$162K 0.07% 299
2019
Q1
$16.6M Sell
113,287
-1,367
-1% -$170K 0.07% 298
2018
Q4
$12M Sell
114,654
-1,788
-2% -$225K 0.06% 321
2018
Q3
$17.2M Sell
116,442
-5,191
-4% -$743K 0.07% 285
2018
Q2
$17M Sell
121,633
-2,173
-2% -$308K 0.07% 284
2018
Q1
$18.3M Sell
123,806
-4,993
-4% -$814K 0.08% 261
2017
Q4
$21.8M Sell
128,799
-3,115
-2% -$499K 0.09% 241
2017
Q3
$19.6M Sell
131,914
-813
-0.6% -$114K 0.09% 262
2017
Q2
$16.9M Sell
132,727
-1,440
-1% -$183K 0.08% 271
2017
Q1
$17.4M Buy
134,167
+611
+0.5% +$75.6K 0.09% 265
2016
Q4
$14.8M Sell
133,556
-2,471
-2% -$261K 0.08% 277
2016
Q3
$13.6M Sell
136,027
-6,877
-5% -$666K 0.07% 290
2016
Q2
$12.8M Sell
142,904
-1,076
-0.7% -$104K 0.07% 303
2016
Q1
$13.5M Sell
143,980
-767
-0.5% -$68.8K 0.08% 287
2015
Q4
$15.4M Sell
144,747
-2,393
-2% -$267K 0.09% 255
2015
Q3
$16.1M Buy
147,140
+2,656
+2% +$313K 0.1% 238
2015
Q2
$18.1M Buy
144,484
+825
+0.6% +$105K 0.11% 219
2015
Q1
$18.8M Buy
143,659
+2,326
+2% +$306K 0.11% 213
2014
Q4
$18.7M Sell
141,333
-2,970
-2% -$376K 0.12% 203
2014
Q3
$17.8M Buy
144,303
+6,624
+5% +$813K 0.12% 205
2014
Q2
$16.5M Sell
137,679
-2,954
-2% -$330K 0.11% 204
2014
Q1
$15.5M Sell
140,633
-2,533
-2% -$277K 0.11% 211
2013
Q4
$16.5M Sell
143,166
-478
-0.3% -$49.4K 0.12% 196
2013
Q3
$13.1M Buy
143,644
+855
+0.6% +$75.5K 0.11% 219
2013
Q2
$11.5M Buy
+142,789
New +$11.1M 0.1% 233

Other funds holding AMP

Chevy Chase Trust's AMP Position: Q2 2026 in Review

Chevy Chase Trust reduced its Ameriprise Financial (AMP) stake by 3.5% in Q2 2026, selling an estimated $720K and leaving 43,610 shares worth $20M. The position accounts for 0.05% of the portfolio, ranked #279.

Chevy Chase Trust first reported a position in AMP in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.2M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Chevy Chase Trust held 43,610 shares of Ameriprise Financial worth $20M as of Q2 2026.
  • Chevy Chase Trust sold 1,572 Ameriprise Financial shares in Q2 2026, an estimated $720K.
  • Ameriprise Financial made up 0.05% of Chevy Chase Trust's portfolio in Q2 2026, its #279 holding.
  • Chevy Chase Trust first reported a position in Ameriprise Financial in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's Ameriprise Financial position peaked at $27.2M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.