LWM
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Lodestone Wealth Management’s Ameriprise Financial AMP Stock Holding History

Lodestone 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
2026
Q2 		$50.9K Hold
111
– – 0.02% 312
2026
Q1 		$49.3K Hold
111
– – 0.02% 296
2025
Q4 		$54.4K Buy
+111
New +$52.7K 0.02% 285

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Lodestone Wealth Management's AMP Position: Q2 2026 in Review

Lodestone Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 111 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #312.

Lodestone Wealth Management first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.4K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Lodestone Wealth Management held 111 shares of Ameriprise Financial worth $50.9K as of Q2 2026.
  • Lodestone Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Lodestone Wealth Management first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Ameriprise Financial position peaked at $54.4K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.