Shelton Capital Management’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 | $389K | Hold |
876
| – | – | 0.01% | 429 |
|
|
2025
Q4 | $430K | Hold |
876
| – | – | 0.01% | 388 |
|
|
2025
Q3 | $430K | Sell |
876
-16
| -2% | -$8.2K | 0.01% | 397 |
|
|
2025
Q2 | $476K | Buy |
892
+344
| +63% | +$170K | 0.01% | 350 |
|
|
2025
Q1 | $265K | Sell |
548
-17
| -3% | -$8.92K | 0.01% | 531 |
|
|
2024
Q4 | $301K | Hold |
565
| – | – | 0.01% | 504 |
|
|
2024
Q3 | $265K | Sell |
565
-33
| -6% | -$14.3K | 0.01% | 561 |
|
|
2024
Q2 | $255K | Hold |
598
| – | – | 0.01% | 562 |
|
|
2024
Q1 | $262K | Hold |
598
| – | – | 0.01% | 595 |
|
|
2023
Q4 | $227K | Sell |
598
-63
| -10% | -$21.6K | 0.01% | 627 |
|
|
2023
Q3 | $218K | Hold |
661
| – | – | 0.01% | 618 |
|
|
2023
Q2 | $220K | Hold |
661
| – | – | 0.01% | 653 |
|
|
2023
Q1 | $203K | Sell |
661
-60
| -8% | -$19.7K | 0.01% | 686 |
|
|
2022
Q4 | $224K | Buy |
+721
| New | +$220K | 0.02% | 588 |
|
|
2022
Q2 | – | Sell |
-721
| Closed | -$217K | – | 720 |
|
|
2022
Q1 | $217K | Hold |
721
| – | – | 0.01% | 738 |
|
|
2021
Q4 | $217K | Sell |
721
-49
| -6% | -$14.5K | 0.01% | 746 |
|
|
2021
Q3 | $203K | Buy |
+770
| New | +$201K | 0.01% | 764 |
|
|
2018
Q4 | – | Sell |
-1,369
| Closed | -$202K | – | 788 |
|
|
2018
Q3 | $202K | Buy |
+1,369
| New | +$196K | 0.01% | 867 |
|
|
2018
Q2 | – | Sell |
-1,369
| Closed | -$203K | – | 859 |
|
|
2018
Q1 | $203K | Hold |
1,369
| – | – | 0.01% | 781 |
|
|
2017
Q4 | $232K | Hold |
1,369
| – | – | 0.01% | 740 |
|
|
2017
Q3 | $203K | Buy |
+1,369
| New | +$191K | 0.01% | 791 |
|
|
2016
Q4 | – | Sell |
-2,109
| Closed | -$210K | – | 866 |
|
|
2016
Q3 | $210K | Sell |
2,109
-400
| -16% | -$38.8K | 0.02% | 730 |
|
|
2016
Q2 | $225K | Sell |
2,509
-400
| -14% | -$38.6K | 0.02% | 665 |
|
|
2016
Q1 | $273K | Sell |
2,909
-100
| -3% | -$8.97K | 0.02% | 599 |
|
|
2015
Q4 | $320K | Sell |
3,009
-1,460
| -33% | -$163K | 0.03% | 514 |
|
|
2015
Q3 | $488K | Buy |
4,469
+400
| +10% | +$47.2K | 0.05% | 352 |
|
|
2015
Q2 | $508K | Sell |
4,069
-43
| -1% | -$5.48K | 0.05% | 361 |
|
|
2015
Q1 | $538K | Buy |
4,112
+2,500
| +155% | +$329K | 0.06% | 359 |
|
|
2014
Q4 | $213K | Buy |
+1,612
| New | +$204K | 0.02% | 734 |
|
Other funds holding AMP
VCM
VPM
N
Shelton Capital Management's AMP Position: Q1 2026 in Review
Shelton Capital Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 876 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #429.
Shelton Capital Management first reported a position in AMP in Q4 2014 and has held it in 29 quarters since. The position peaked at $538K in Q1 2015. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Shelton Capital Management held 876 shares of Ameriprise Financial worth $389K as of Q1 2026.
- Shelton Capital Management left its Ameriprise Financial share count unchanged in Q1 2026.
- Ameriprise Financial made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #429 holding.
- Shelton Capital Management first reported a position in Ameriprise Financial in Q4 2014 and has held it in 29 quarters since.
- Shelton Capital Management's Ameriprise Financial position peaked at $538K in Q1 2015.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.