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Leavell Investment Management’s Ameriprise Financial AMP Stock Holding History

Leavell 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
Q1 		$397K Hold
893
– – 0.02% 464
2025
Q4 		$438K Hold
893
– – 0.02% 438
2025
Q3 		$439K Hold
893
– – 0.02% 436
2025
Q2 		$477K Buy
893
+49
+6% +$24.2K 0.02% 416
2025
Q1 		$409K Buy
844
+51
+6% +$26.7K 0.02% 420
2024
Q4 		$422K Hold
793
– – 0.02% 400
2024
Q3 		$373K Hold
793
– – 0.02% 438
2024
Q2 		$339K Sell
793
-19
-2% -$8.12K 0.02% 418
2024
Q1 		$356K Hold
812
– – 0.02% 400
2023
Q4 		$308K Hold
812
– – 0.02% 398
2023
Q3 		$268K Hold
812
– – 0.02% 409
2023
Q2 		$270K Hold
812
– – 0.02% 414
2023
Q1 		$249K Hold
812
– – 0.02% 413
2022
Q4 		$253K Hold
812
– – 0.02% 394
2022
Q3 		$205K Buy
+812
New +$214K 0.02% 422
2022
Q2 		– Sell
-812
Closed -$244K – 425
2022
Q1 		$244K Hold
812
– – 0.02% 392
2021
Q4 		$245K Hold
812
– – 0.02% 403
2021
Q3 		$214K Buy
+812
New +$212K 0.02% 387
2020
Q1 		– Sell
-1,732
Closed -$289K – 352
2019
Q4 		$289K Sell
1,732
-24
-1% -$3.72K 0.03% 333
2019
Q3 		$258K Sell
1,756
-25
-1% -$3.5K 0.03% 347
2019
Q2 		$259K Sell
1,781
-51
-3% -$7.37K 0.03% 344
2019
Q1 		$235K Buy
+1,832
New +$227K 0.03% 344
2018
Q4 		– Sell
-4,520
Closed -$667K – 353
2018
Q3 		$667K Buy
4,520
+300
+7% +$42.9K 0.07% 227
2018
Q2 		$590K Buy
4,220
+200
+5% +$28.3K 0.07% 232
2018
Q1 		$595K Buy
4,020
+213
+6% +$34.7K 0.07% 235
2017
Q4 		$645K Buy
3,807
+300
+9% +$48.1K 0.08% 227
2017
Q3 		$521K Buy
3,507
+500
+17% +$69.8K 0.06% 244
2017
Q2 		$383K Buy
3,007
+100
+3% +$12.7K 0.05% 282
2017
Q1 		$377K Buy
+2,907
New +$360K 0.05% 271

Other funds holding AMP

BlackRock
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Leavell Investment Management's AMP Position: Q1 2026 in Review

Leavell Investment Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 893 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #464.

Leavell Investment Management first reported a position in AMP in Q1 2017 and has held it in 29 quarters since. The position peaked at $667K in Q3 2018. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Leavell Investment Management held 893 shares of Ameriprise Financial worth $397K as of Q1 2026.
  • Leavell Investment Management left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.02% of Leavell Investment Management's portfolio in Q1 2026, its #464 holding.
  • Leavell Investment Management first reported a position in Ameriprise Financial in Q1 2017 and has held it in 29 quarters since.
  • Leavell Investment Management's Ameriprise Financial position peaked at $667K in Q3 2018.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.