Douglas Lane & Associates’s Ameriprise Financial AMP Stock Holding History

Douglas Lane & Associates’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
2025 Q4	–	Sell	-515	Closed	-$253K	–	240
2025 Q3	$253K	Buy	515 +15	+3%	+$7.69K	﹤0.01%	216
2025 Q2	$267K	Hold	500	–	–	﹤0.01%	214
2025 Q1	$242K	Hold	500	–	–	﹤0.01%	222
2024 Q4	$266K	Sell	500 -250	-33%	-$133K	﹤0.01%	212
2024 Q3	$352K	Hold	750	–	–	﹤0.01%	206
2024 Q2	$320K	Sell	750 -12	-2%	-$5.13K	﹤0.01%	203
2024 Q1	$334K	Hold	762	–	–	﹤0.01%	202
2023 Q4	$289K	Hold	762	–	–	﹤0.01%	207
2023 Q3	$251K	Buy	762 +4	+0.5%	+$1.36K	﹤0.01%	213
2023 Q2	$252K	Sell	758 -750	-50%	-$231K	﹤0.01%	210
2023 Q1	$462K	Hold	1,508	–	–	0.01%	179
2022 Q4	$470K	Hold	1,508	–	–	0.01%	180
2022 Q3	$380K	Sell	1,508 -1,500	-50%	-$395K	0.01%	184
2022 Q2	$715K	Hold	3,008	–	–	0.01%	158
2022 Q1	$903K	Buy	3,008 +3	+0.1%	+$908	0.01%	159
2021 Q4	$906K	Buy	+3,005	New	+$889K	0.01%	157

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Douglas Lane & Associates's AMP Position: Q4 2025 in Review

Douglas Lane & Associates sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 515 shares — an estimated $253K sold.

Douglas Lane & Associates first reported a position in AMP in Q4 2021 and held it in 16 quarters. The position peaked at $906K in Q4 2021. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Douglas Lane & Associates reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Douglas Lane & Associates sold 515 Ameriprise Financial shares in Q4 2025, an estimated $253K.
Douglas Lane & Associates first reported a position in Ameriprise Financial in Q4 2021 and held it in 16 quarters.
Douglas Lane & Associates's Ameriprise Financial position peaked at $906K in Q4 2021.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Douglas Lane & Associates's 13F filing for Q4 2025, filed 22 Jan 2026.