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LM Advisors’s Ameriprise Financial AMP Stock Holding History

LM Advisors’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 		– Sell
-1,836
Closed -$889K – 191
2025
Q1 		$889K Buy
+1,836
New +$963K 0.16% 98
2024
Q3 		– Sell
-1,000
Closed -$427K – 173
2024
Q2 		$427K Sell
1,000
-896
-47% -$383K ﹤0.01% 141
2024
Q1 		$831K Hold
1,896
– – 0.13% 108
2023
Q4 		$720K Buy
+1,896
New +$650K 0.14% 93

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

LM Advisors's AMP Position: Q2 2025 in Review

LM Advisors sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 1,836 shares — an estimated $889K sold.

LM Advisors first reported a position in AMP in Q4 2023 and held it in 4 quarters. The position peaked at $889K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • LM Advisors reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 1,836 Ameriprise Financial shares in Q2 2025, an estimated $889K.
  • LM Advisors first reported a position in Ameriprise Financial in Q4 2023 and held it in 4 quarters.
  • LM Advisors's Ameriprise Financial position peaked at $889K in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.