Michels Family 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
Q1
$223K Sell
502
-12
-2% -$5.78K 0.16% 129
2025
Q4
$252K Sell
514
-572
-53% -$271K 0.19% 124
2025
Q3
$533K Sell
1,086
-23
-2% -$11.8K 0.42% 78
2025
Q2
$592K Sell
1,109
-16
-1% -$7.91K 0.5% 69
2025
Q1
$544K Hold
1,125
0.49% 69
2024
Q4
$599K Buy
+1,125
New +$600K 0.55% 63

Other funds holding AMP

Michels Family Financial's AMP Position: Q1 2026 in Review

Michels Family Financial reduced its Ameriprise Financial (AMP) stake by 2.3% in Q1 2026, selling an estimated $5.78K and leaving 502 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #129.

Michels Family Financial first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Michels Family Financial held 502 shares of Ameriprise Financial worth $223K as of Q1 2026.
  • Michels Family Financial sold 12 Ameriprise Financial shares in Q1 2026, an estimated $5.78K.
  • Ameriprise Financial made up 0.16% of Michels Family Financial's portfolio in Q1 2026, its #129 holding.
  • Michels Family Financial first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Ameriprise Financial position peaked at $599K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.