IHWM
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Iron Horse Wealth Management’s Ameriprise Financial AMP Stock Holding History

Iron Horse Wealth 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
Q2 		$77.8K Buy
146
+1
+0.7% +$494 0.02% 107
2025
Q1 		$70.4K Buy
145
+7
+5% +$3.67K 0.02% 103
2024
Q4 		$73.5K Hold
138
– – 0.02% 88
2024
Q3 		$64.7K Buy
138
+1
+0.7% +$434 0.02% 94
2024
Q2 		$58.6K Buy
+137
New +$58.5K 0.02% 90

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Horse Wealth Management's AMP Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Ameriprise Financial (AMP) stake by 0.69% in Q2 2025, buying an estimated $494 and bringing the position to 146 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #107.

Iron Horse Wealth Management first reported a position in AMP in Q2 2024 and has held it in 5 quarters since. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Iron Horse Wealth Management held 146 shares of Ameriprise Financial worth $77.8K as of Q2 2025.
  • Iron Horse Wealth Management bought 1 Ameriprise Financial share in Q2 2025, an estimated $494.
  • Ameriprise Financial made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #107 holding.
  • Iron Horse Wealth Management first reported a position in Ameriprise Financial in Q2 2024 and has held it in 5 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.