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Forum Financial Management’s Ameriprise Financial AMP Stock Holding History

Forum Financial 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 		– Sell
-1,463
Closed -$718K – 370
2025
Q4 		$718K Buy
1,463
+22
+2% +$10.4K 0.01% 338
2025
Q3 		$708K Sell
1,441
-22
-2% -$11.3K 0.01% 327
2025
Q2 		$781K Sell
1,463
-22
-1% -$10.9K 0.01% 264
2025
Q1 		$719K Buy
1,485
+1
+0.1% +$524 0.01% 266
2024
Q4 		$790K Buy
1,484
+21
+1% +$11.2K 0.01% 247
2024
Q3 		$687K Buy
1,463
+3
+0.2% +$1.3K 0.01% 252
2024
Q2 		$624K Buy
1,460
+14
+1% +$5.98K 0.01% 251
2024
Q1 		$634K Hold
1,446
– – 0.01% 267
2023
Q4 		$549K Hold
1,446
– – 0.01% 269
2023
Q3 		$477K Hold
1,446
– – 0.01% 294
2023
Q2 		$480K Sell
1,446
-22
-1% -$6.76K 0.01% 303
2023
Q1 		$450K Buy
1,468
+25
+2% +$8.19K 0.01% 286
2022
Q4 		$449K Sell
1,443
-19
-1% -$5.79K 0.01% 275
2022
Q3 		$368K Hold
1,462
– – 0.02% 289
2022
Q2 		$348K Buy
1,462
+19
+1% +$5.09K 0.02% 311
2022
Q1 		$433K Sell
1,443
-25
-2% -$7.56K 0.02% 273
2021
Q4 		$443K Buy
+1,468
New +$434K 0.02% 279

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's AMP Position: Q1 2026 in Review

Forum Financial Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 1,463 shares — an estimated $718K sold.

Forum Financial Management first reported a position in AMP in Q4 2021 and held it in 17 quarters. The position peaked at $790K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Forum Financial Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,463 Ameriprise Financial shares in Q1 2026, an estimated $718K.
  • Forum Financial Management first reported a position in Ameriprise Financial in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Ameriprise Financial position peaked at $790K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.