EWM
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Evermay Wealth Management’s Ameriprise Financial AMP Stock Holding History

Evermay Wealth 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 		$65.8K Hold
148
– – 0.01% 293
2025
Q4 		$72.6K Hold
148
– – 0.01% 290
2025
Q3 		$72.7K Hold
148
– – 0.01% 295
2025
Q2 		$79K Hold
148
– – 0.01% 289
2025
Q1 		$71.6K Hold
148
– – 0.01% 293
2024
Q4 		$78.8K Hold
148
– – 0.01% 279
2024
Q3 		$69.5K Hold
148
– – 0.01% 307
2024
Q2 		$63.2K Hold
148
– – 0.01% 326
2024
Q1 		$64.9K Sell
148
-1
-0.7% -$400 0.01% 330
2023
Q4 		$56.6K Buy
149
+1
+0.7% +$343 0.01% 318
2023
Q3 		$48.8K Buy
148
+2
+1% +$683 0.01% 309
2023
Q2 		$48.5K Hold
146
– – 0.01% 313
2023
Q1 		$44.7K Hold
146
– – 0.01% 310
2022
Q4 		$45.5K Hold
146
– – 0.01% 304
2022
Q3 		$37K Hold
146
– – 0.01% 297
2022
Q2 		$35K Hold
146
– – 0.01% 305
2022
Q1 		$44K Buy
146
+80
+121% +$24.2K 0.01% 308
2021
Q4 		$20K Hold
66
– – ﹤0.01% 355
2021
Q3 		$17K Sell
66
-1,347
-95% -$352K ﹤0.01% 349
2021
Q2 		$352K Sell
1,413
-208
-13% -$52.4K 0.07% 125
2021
Q1 		$377K Hold
1,621
– – 0.08% 118
2020
Q4 		$315K Buy
1,621
+27
+2% +$4.83K 0.07% 131
2020
Q3 		$246K Buy
+1,594
New +$245K 0.06% 140

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

Evermay Wealth Management's AMP Position: Q1 2026 in Review

Evermay Wealth Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 148 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #293.

Evermay Wealth Management first reported a position in AMP in Q3 2020 and has held it in 23 quarters since. The position peaked at $377K in Q1 2021. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Evermay Wealth Management held 148 shares of Ameriprise Financial worth $65.8K as of Q1 2026.
  • Evermay Wealth Management left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Evermay Wealth Management first reported a position in Ameriprise Financial in Q3 2020 and has held it in 23 quarters since.
  • Evermay Wealth Management's Ameriprise Financial position peaked at $377K in Q1 2021.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.