IMA Advisory Services’s Ameriprise Financial AMP Stock Holding History

IMA Advisory Services’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	$2.06M	Sell	4,627 -290	-6%	-$140K	0.2%	91
2025 Q4	$2.41M	Sell	4,917 -96	-2%	-$45.6K	0.23%	84
2025 Q3	$2.46M	Sell	5,013 -238	-5%	-$122K	0.25%	75
2025 Q2	$2.8M	Sell	5,251 -15	-0.3%	-$7.41K	0.3%	65
2025 Q1	$2.55M	Sell	5,266 -468	-8%	-$245K	0.3%	63
2024 Q4	$3.05M	Sell	5,734 -168	-3%	-$89.7K	0.37%	60
2024 Q3	$2.77M	Sell	5,902 -18	-0.3%	-$7.81K	0.6%	47
2024 Q2	$2.53M	Sell	5,920 -97	-2%	-$41.4K	1.12%	30
2024 Q1	$2.64M	Sell	6,017 -1,643	-21%	-$658K	1.25%	27
2023 Q4	$2.91M	Sell	7,660 -933	-11%	-$320K	1.46%	23
2023 Q3	$2.83M	Sell	8,593 -233	-3%	-$79.5K	0.73%	45
2023 Q2	$2.93M	Sell	8,826 -107	-1%	-$32.9K	0.75%	45
2023 Q1	$2.74M	Sell	8,933 -145	-2%	-$47.5K	0.71%	43
2022 Q4	$2.83M	Sell	9,078 -1,216	-12%	-$371K	0.75%	38
2022 Q3	$2.59M	Sell	10,294 -226	-2%	-$59.5K	0.7%	43
2022 Q2	$2.5M	Sell	10,520 -64	-0.6%	-$17.1K	0.61%	50
2022 Q1	$3.18M	Sell	10,584 -1,604	-13%	-$485K	0.73%	38
2021 Q4	$3.68M	Sell	12,188 -163	-1%	-$48.2K	0.81%	34
2021 Q3	$3.26M	Buy	12,351 +1,288	+12%	+$337K	0.77%	37
2021 Q2	$2.75M	Sell	11,063 -721	-6%	-$182K	0.64%	53
2021 Q1	$2.74M	Buy	11,784 +10,999	+1,401%	+$2.38M	0.67%	57
2020 Q4	$153K	Hold	785	–	–	0.04%	120
2020 Q3	$121K	Hold	785	–	–	0.04%	129
2020 Q2	$118K	Hold	785	–	–	0.04%	126
2020 Q1	$80K	Hold	785	–	–	0.04%	133
2019 Q4	$131K	Hold	785	–	–	0.05%	117
2019 Q3	$115K	Hold	785	–	–	0.04%	124
2019 Q2	$114K	Hold	785	–	–	0.04%	125
2019 Q1	$101K	Hold	785	–	–	0.04%	131
2018 Q4	$82K	Hold	785	–	–	0.04%	139
2018 Q3	$116K	Hold	785	–	–	0.05%	127
2018 Q2	$110K	Buy	+785	New	+$111K	0.05%	132

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMA Advisory Services's AMP Position: Q1 2026 in Review

IMA Advisory Services reduced its Ameriprise Financial (AMP) stake by 5.9% in Q1 2026, selling an estimated $140K and leaving 4,627 shares worth $2.06M. The position accounts for 0.2% of the portfolio, ranked #91.

IMA Advisory Services first reported a position in AMP in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.68M in Q4 2021. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

IMA Advisory Services held 4,627 shares of Ameriprise Financial worth $2.06M as of Q1 2026.
IMA Advisory Services sold 290 Ameriprise Financial shares in Q1 2026, an estimated $140K.
Ameriprise Financial made up 0.2% of IMA Advisory Services's portfolio in Q1 2026, its #91 holding.
IMA Advisory Services first reported a position in Ameriprise Financial in Q2 2018 and has held it in 32 quarters since.
IMA Advisory Services's Ameriprise Financial position peaked at $3.68M in Q4 2021.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.