Sterling Wealth Management’s Ameriprise Financial AMP Stock Holding History

Sterling 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 Q1	$454K	Buy	1,022 +1	+0.1%	+$482	0.12%	67
2025 Q4	$501K	Sell	1,021 -1	-0.1%	-$475	0.14%	61
2025 Q3	$502K	Hold	1,022	–	–	0.15%	61
2025 Q2	$545K	Buy	+1,022	New	+$505K	0.19%	54
2024 Q4	$543K	Hold	1,020	–	–	0.2%	56
2024 Q3	$479K	Hold	1,020	–	–	0.18%	64
2024 Q2	$436K	Hold	1,020	–	–	0.21%	63
2024 Q1	$447K	Hold	1,020	–	–	0.22%	59
2023 Q4	$387K	Buy	+1,020	New	+$350K	0.22%	62

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sterling Wealth Management's AMP Position: Q1 2026 in Review

Sterling Wealth Management increased its Ameriprise Financial (AMP) stake by 0.1% in Q1 2026, buying an estimated $482 and bringing the position to 1,022 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #67.

Sterling Wealth Management first reported a position in AMP in Q4 2023 and has held it in 9 quarters since. The position peaked at $545K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Sterling Wealth Management held 1,022 shares of Ameriprise Financial worth $454K as of Q1 2026.
Sterling Wealth Management bought 1 Ameriprise Financial share in Q1 2026, an estimated $482.
Ameriprise Financial made up 0.12% of Sterling Wealth Management's portfolio in Q1 2026, its #67 holding.
Sterling Wealth Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Ameriprise Financial position peaked at $545K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.