FWL Investment Management’s Ameriprise Financial AMP Stock Holding History

FWL Investment 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
2025 Q4	–	Sell	-25	Closed	-$12.3K	–	367
2025 Q3	$12.3K	Buy	+25	New	+$12.8K	﹤0.01%	233
2025 Q1	–	Sell	-30	Closed	-$16K	–	294
2024 Q4	$16K	Sell	30 -8	-21%	-$4.27K	0.01%	221
2024 Q3	$17.9K	Buy	+38	New	+$16.5K	0.01%	200

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

FWL Investment Management's AMP Position: Q4 2025 in Review

FWL Investment Management sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 25 shares — an estimated $12.3K sold.

FWL Investment Management first reported a position in AMP in Q3 2024 and held it in 3 quarters. The position peaked at $17.9K in Q3 2024. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

FWL Investment Management reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
FWL Investment Management sold 25 Ameriprise Financial shares in Q4 2025, an estimated $12.3K.
FWL Investment Management first reported a position in Ameriprise Financial in Q3 2024 and held it in 3 quarters.
FWL Investment Management's Ameriprise Financial position peaked at $17.9K in Q3 2024.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on FWL Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.