LPL Financial’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.3M | Sell |
59,590
-6,658
| -10% | -$3.05M | 0.01% | 1374 |
|
|
2026
Q1 | $29.4M | Sell |
66,248
-8,675
| -12% | -$4.18M | 0.01% | 1212 |
|
|
2025
Q4 | $36.7M | Sell |
74,923
-7,678
| -9% | -$3.64M | 0.01% | 1034 |
|
|
2025
Q3 | $40.6M | Buy |
82,601
+7,197
| +10% | +$3.69M | 0.01% | 946 |
|
|
2025
Q2 | $40.2M | Buy |
75,404
+4,749
| +7% | +$2.35M | 0.01% | 877 |
|
|
2025
Q1 | $34.2M | Sell |
70,655
-1,030
| -1% | -$540K | 0.01% | 876 |
|
|
2024
Q4 | $38.2M | Buy |
71,685
+17,875
| +33% | +$9.54M | 0.02% | 773 |
|
|
2024
Q3 | $25.3M | Buy |
53,810
+1,099
| +2% | +$477K | 0.01% | 918 |
|
|
2024
Q2 | $22.5M | Buy |
52,711
+1,867
| +4% | +$798K | 0.01% | 914 |
|
|
2024
Q1 | $22.3M | Buy |
50,844
+9,417
| +23% | +$3.77M | 0.01% | 894 |
|
|
2023
Q4 | $15.7M | Buy |
41,427
+2,172
| +6% | +$745K | 0.01% | 985 |
|
|
2023
Q3 | $12.9M | Buy |
39,255
+4,593
| +13% | +$1.57M | 0.01% | 1016 |
|
|
2023
Q2 | $11.5M | Buy |
34,662
+2,648
| +8% | +$814K | 0.01% | 1061 |
|
|
2023
Q1 | $9.81M | Buy |
32,014
+7,536
| +31% | +$2.47M | 0.01% | 1095 |
|
|
2022
Q4 | $7.62M | Buy |
24,478
+2,734
| +13% | +$834K | 0.01% | 1200 |
|
|
2022
Q3 | $5.48M | Sell |
21,744
-310
| -1% | -$81.6K | 0.01% | 1320 |
|
|
2022
Q2 | $5.24M | Buy |
22,054
+3,830
| +21% | +$1.03M | 0.01% | 1363 |
|
|
2022
Q1 | $5.47M | Buy |
18,224
+1,707
| +10% | +$516K | ﹤0.01% | 1385 |
|
|
2021
Q4 | $4.98M | Buy |
16,517
+702
| +4% | +$208K | ﹤0.01% | 1466 |
|
|
2021
Q3 | $4.18M | Sell |
15,815
-5,141
| -25% | -$1.34M | ﹤0.01% | 1515 |
|
|
2021
Q2 | $5.21M | Buy |
20,956
+5,825
| +38% | +$1.47M | 0.01% | 1320 |
|
|
2021
Q1 | $3.52M | Buy |
15,131
+2,226
| +17% | +$481K | ﹤0.01% | 1452 |
|
|
2020
Q4 | $2.51M | Buy |
12,905
+250
| +2% | +$44.7K | ﹤0.01% | 1528 |
|
|
2020
Q3 | $1.95M | Buy |
12,655
+1,034
| +9% | +$159K | ﹤0.01% | 1470 |
|
|
2020
Q2 | $1.74M | Sell |
11,621
-2,059
| -15% | -$264K | ﹤0.01% | 1435 |
|
|
2020
Q1 | $1.4M | Buy |
13,680
+3,240
| +31% | +$480K | ﹤0.01% | 1406 |
|
|
2019
Q4 | $1.74M | Sell |
10,440
-12
| -0.1% | -$1.86K | ﹤0.01% | 1450 |
|
|
2019
Q3 | $1.54M | Buy |
10,452
+556
| +6% | +$77.9K | ﹤0.01% | 1432 |
|
|
2019
Q2 | $1.44M | Buy |
9,896
+2,338
| +31% | +$338K | ﹤0.01% | 1462 |
|
|
2019
Q1 | $968K | Sell |
7,558
-999
| -12% | -$124K | ﹤0.01% | 1675 |
|
|
2018
Q4 | $893K | Sell |
8,557
-2,006
| -19% | -$252K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $1.56M | Buy |
10,563
+879
| +9% | +$126K | ﹤0.01% | 1346 |
|
|
2018
Q2 | $1.35M | Buy |
9,684
+46
| +0.5% | +$6.52K | ﹤0.01% | 1413 |
|
|
2018
Q1 | $1.43M | Sell |
9,638
-1,612
| -14% | -$263K | ﹤0.01% | 1347 |
|
|
2017
Q4 | $1.91M | Sell |
11,250
-348
| -3% | -$55.8K | 0.01% | 1095 |
|
|
2017
Q3 | $1.72M | Buy |
11,598
+3,115
| +37% | +$435K | 0.01% | 1076 |
|
|
2017
Q2 | $1.08M | Buy |
+8,483
| New | +$1.08M | ﹤0.01% | 1319 |
|
|
2016
Q2 | – | Sell |
-10,107
| Closed | -$931K | – | 2636 |
|
|
2016
Q1 | $931K | Sell |
10,107
-1,396
| -12% | -$125K | ﹤0.01% | 1725 |
|
|
2015
Q4 | $1.2M | Sell |
11,503
-7,027
| -38% | -$785K | ﹤0.01% | 1539 |
|
|
2015
Q3 | $2.07M | Sell |
18,530
-271
| -1% | -$32K | 0.01% | 823 |
|
|
2015
Q2 | $2.33M | Sell |
18,801
-8,390
| -31% | -$1.07M | 0.01% | 834 |
|
|
2015
Q1 | $3.55M | Buy |
27,191
+2,794
| +11% | +$368K | 0.02% | 656 |
|
|
2014
Q4 | $3.23M | Buy |
24,397
+601
| +3% | +$76K | 0.02% | 664 |
|
|
2014
Q3 | $2.85M | Buy |
23,796
+1,865
| +9% | +$229K | 0.02% | 691 |
|
|
2014
Q2 | $2.63M | Buy |
21,931
+6,787
| +45% | +$759K | 0.02% | 738 |
|
|
2014
Q1 | $1.67M | Sell |
15,144
-4,983
| -25% | -$546K | 0.01% | 935 |
|
|
2013
Q4 | $2.32M | Buy |
20,127
+1,655
| +9% | +$171K | 0.01% | 745 |
|
|
2013
Q3 | $1.75M | Buy |
18,472
+1,031
| +6% | +$91.1K | 0.01% | 858 |
|
|
2013
Q2 | $1.41M | Buy |
+17,441
| New | +$1.36M | 0.01% | 915 |
|
Other funds holding AMP
LPL Financial's AMP Position: Q2 2026 in Review
LPL Financial reduced its Ameriprise Financial (AMP) stake by 10% in Q2 2026, selling an estimated $3.05M and leaving 59,590 shares worth $27.3M. The position accounts for 0.01% of the portfolio, ranked #1374.
LPL Financial first reported a position in AMP in Q2 2013 and has held it in 49 quarters since. The position peaked at $40.6M in Q3 2025. 1,380 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- LPL Financial held 59,590 shares of Ameriprise Financial worth $27.3M as of Q2 2026.
- LPL Financial sold 6,658 Ameriprise Financial shares in Q2 2026, an estimated $3.05M.
- Ameriprise Financial made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1374 holding.
- LPL Financial first reported a position in Ameriprise Financial in Q2 2013 and has held it in 49 quarters since.
- LPL Financial's Ameriprise Financial position peaked at $40.6M in Q3 2025.
- 1,380 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.