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Legacy Capital Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-839
Closed -$412K – 386
2025
Q4 		$412K Sell
839
-71
-8% -$33.7K 0.09% 236
2025
Q3 		$447K Sell
910
-122
-12% -$62.5K 0.1% 224
2025
Q2 		$551K Buy
1,032
+17
+2% +$8.4K 0.13% 174
2025
Q1 		$491K Buy
1,015
+10
+1% +$5.25K 0.12% 183
2024
Q4 		$535K Sell
1,005
-17
-2% -$9.07K 0.13% 161
2024
Q3 		$480K Buy
1,022
+20
+2% +$8.68K 0.1% 205
2024
Q2 		$428K Buy
+1,002
New +$428K 0.11% 181
2024
Q1 		– Sell
-792
Closed -$301K – 122
2023
Q4 		$301K Buy
792
+101
+15% +$34.6K 0.09% 210
2023
Q3 		$228K Buy
+691
New +$236K 0.06% 253

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Wealth Partners's AMP Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 839 shares — an estimated $412K sold.

Legacy Capital Wealth Partners first reported a position in AMP in Q3 2023 and held it in 9 quarters. The position peaked at $551K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 839 Ameriprise Financial shares in Q1 2026, an estimated $412K.
  • Legacy Capital Wealth Partners first reported a position in Ameriprise Financial in Q3 2023 and held it in 9 quarters.
  • Legacy Capital Wealth Partners's Ameriprise Financial position peaked at $551K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.