GLLW
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Graves Light Lenhart Wealth’s Ameriprise Financial AMP Stock Holding History

Graves Light Lenhart Wealth’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 		$206K Sell
450
-56
-11% -$25.7K 0.02% 197
2026
Q1 		$225K Hold
506
– – 0.02% 181
2025
Q4 		$248K Hold
506
– – 0.03% 169
2025
Q3 		$249K Sell
506
-100
-17% -$51.3K 0.03% 167
2025
Q2 		$323K Hold
606
– – 0.04% 140
2025
Q1 		$293K Buy
606
+2
+0.3% +$1.05K 0.04% 144
2024
Q4 		$322K Hold
604
– – 0.04% 137
2024
Q3 		$284K Sell
604
-21
-3% -$9.11K 0.03% 151
2024
Q2 		$266K Buy
625
+21
+3% +$8.97K 0.03% 158
2024
Q1 		$265K Hold
604
– – 0.03% 158
2023
Q4 		$229K Buy
+604
New +$207K 0.03% 165
2023
Q3 		– Sell
-604
Closed -$201K – 178
2023
Q2 		$201K Buy
+604
New +$186K 0.03% 176
2022
Q3 		– Sell
-271
Closed -$64K – 187
2022
Q2 		$64K Sell
271
-60
-18% -$16.1K 0.01% 277
2022
Q1 		$99K Hold
331
– – 0.01% 267
2021
Q4 		$100K Buy
331
+87
+36% +$25.7K 0.01% 294
2021
Q3 		$64K Hold
244
– – 0.01% 340
2021
Q2 		$61K Hold
244
– – 0.01% 352
2021
Q1 		$57K Hold
244
– – 0.01% 367
2020
Q4 		$47K Buy
+244
New +$43.7K 0.01% 376

Other funds holding AMP

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Graves Light Lenhart Wealth's AMP Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Ameriprise Financial (AMP) stake by 11% in Q2 2026, selling an estimated $25.7K and leaving 450 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #197.

Graves Light Lenhart Wealth first reported a position in AMP in Q4 2020 and has held it in 19 quarters since. The position peaked at $323K in Q2 2025. 207 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Graves Light Lenhart Wealth held 450 shares of Ameriprise Financial worth $206K as of Q2 2026.
  • Graves Light Lenhart Wealth sold 56 Ameriprise Financial shares in Q2 2026, an estimated $25.7K.
  • Ameriprise Financial made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #197 holding.
  • Graves Light Lenhart Wealth first reported a position in Ameriprise Financial in Q4 2020 and has held it in 19 quarters since.
  • Graves Light Lenhart Wealth's Ameriprise Financial position peaked at $323K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.