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LMCG Investments’s Ameriprise Financial AMP Stock Holding History

LMCG Investments’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 		$428K Sell
964
-9
-0.9% -$4.34K 0.03% 188
2025
Q4 		$477K Sell
973
-24
-2% -$11.4K 0.03% 186
2025
Q3 		$490K Sell
997
-107
-10% -$54.8K 0.03% 187
2025
Q2 		$589K Sell
1,104
-2,110
-66% -$1.04M 0.04% 182
2025
Q1 		$1.56M Sell
3,214
-1,268
-28% -$665K 0.1% 151
2024
Q4 		$2.39M Sell
4,482
-335
-7% -$179K 0.15% 130
2024
Q3 		$2.26M Sell
4,817
-2,309
-32% -$1M 0.14% 127
2024
Q2 		$3.04M Sell
7,126
-58
-0.8% -$24.8K 0.18% 121
2024
Q1 		$3.15M Sell
7,184
-868
-11% -$348K 0.19% 121
2023
Q4 		$3.06M Sell
8,052
-3,500
-30% -$1.2M 0.19% 121
2023
Q3 		$3.81M Sell
11,552
-3,436
-23% -$1.17M 0.26% 111
2023
Q2 		$4.98M Sell
14,988
-157
-1% -$48.3K 0.32% 95
2023
Q1 		$4.64M Sell
15,145
-3,535
-19% -$1.16M 0.31% 97
2022
Q4 		$5.82M Sell
18,680
-1,007
-5% -$307K 0.41% 79
2022
Q3 		$4.96M Sell
19,687
-294
-1% -$77.4K 0.36% 82
2022
Q2 		$4.75M Sell
19,981
-187
-0.9% -$50.1K 0.33% 93
2022
Q1 		$6.06M Buy
+20,168
New +$6.1M 0.35% 90
2015
Q3 		$8.88M Buy
81,362
+3,118
+4% +$368K 0.19% 210
2015
Q2 		$9.78M Sell
78,244
-22,874
-23% -$2.92M 0.21% 184
2015
Q1 		$13.2M Sell
101,118
-1,655
-2% -$218K 0.28% 139
2014
Q4 		$13.6M Sell
102,773
-6,023
-6% -$762K 0.3% 130
2014
Q3 		$13.4M Sell
108,796
-4,578
-4% -$562K 0.3% 135
2014
Q2 		$13.6M Buy
113,374
+768
+0.7% +$85.9K 0.29% 132
2014
Q1 		$12.4M Sell
112,606
-6,649
-6% -$728K 0.27% 141
2013
Q4 		$13.7M Buy
119,255
+7,428
+7% +$767K 0.29% 129
2013
Q3 		$10.2M Buy
111,827
+15,377
+16% +$1.36M 0.25% 155
2013
Q2 		$7.8M Buy
+96,450
New +$7.5M 0.2% 174

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

LMCG Investments's AMP Position: Q1 2026 in Review

LMCG Investments reduced its Ameriprise Financial (AMP) stake by 0.92% in Q1 2026, selling an estimated $4.34K and leaving 964 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #188.

LMCG Investments first reported a position in AMP in Q2 2013 and has held it in 27 quarters since. The position peaked at $13.7M in Q4 2013. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • LMCG Investments held 964 shares of Ameriprise Financial worth $428K as of Q1 2026.
  • LMCG Investments sold 9 Ameriprise Financial shares in Q1 2026, an estimated $4.34K.
  • Ameriprise Financial made up 0.03% of LMCG Investments's portfolio in Q1 2026, its #188 holding.
  • LMCG Investments first reported a position in Ameriprise Financial in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's Ameriprise Financial position peaked at $13.7M in Q4 2013.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.