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Goelzer Investment Management’s Ameriprise Financial AMP Stock Holding History

Goelzer 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
2026
Q2 		$2.36M Sell
5,149
-123
-2% -$56.4K 0.1% 126
2026
Q1 		$2.34M Buy
+5,272
New +$2.54M 0.11% 123
2018
Q3 		– Sell
-13,669
Closed -$1.91M – 201
2018
Q2 		$1.91M Sell
13,669
-634
-4% -$89.9K 0.22% 137
2018
Q1 		$2.12M Sell
14,303
-498
-3% -$81.2K 0.25% 132
2017
Q4 		$2.51M Buy
14,801
+185
+1% +$29.6K 0.28% 122
2017
Q3 		$2.17M Buy
+14,616
New +$2.04M 0.26% 126

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Goelzer Investment Management's AMP Position: Q2 2026 in Review

Goelzer Investment Management reduced its Ameriprise Financial (AMP) stake by 2.3% in Q2 2026, selling an estimated $56.4K and leaving 5,149 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #126.

Goelzer Investment Management first reported a position in AMP in Q3 2017 and has held it in 6 quarters since. The position peaked at $2.51M in Q4 2017. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Goelzer Investment Management held 5,149 shares of Ameriprise Financial worth $2.36M as of Q2 2026.
  • Goelzer Investment Management sold 123 Ameriprise Financial shares in Q2 2026, an estimated $56.4K.
  • Ameriprise Financial made up 0.1% of Goelzer Investment Management's portfolio in Q2 2026, its #126 holding.
  • Goelzer Investment Management first reported a position in Ameriprise Financial in Q3 2017 and has held it in 6 quarters since.
  • Goelzer Investment Management's Ameriprise Financial position peaked at $2.51M in Q4 2017.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.