WealthTrust Axiom’s Ameriprise Financial AMP Stock Holding History

WealthTrust Axiom’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	$343K	Hold	748	–	–	0.08%	206
2026 Q1	$333K	Hold	748	–	–	0.08%	187
2025 Q4	$367K	Hold	748	–	–	0.09%	171
2025 Q3	$368K	Hold	748	–	–	0.1%	173
2025 Q2	$399K	Hold	748	–	–	0.12%	154
2025 Q1	$362K	Hold	748	–	–	0.11%	169
2024 Q4	$398K	Sell	748 -10	-1%	-$5.34K	0.12%	162
2024 Q3	$356K	Buy	758 +83	+12%	+$36K	0.11%	173
2024 Q2	$288K	Hold	675	–	–	0.1%	183
2024 Q1	$296K	Sell	675 -93	-12%	-$37.2K	0.1%	181
2023 Q4	$292K	Buy	+768	New	+$263K	0.1%	181
2023 Q3	–	Sell	-947	Closed	-$315K	–	241
2023 Q2	$315K	Hold	947	–	–	0.1%	175
2023 Q1	$290K	Sell	947 -3	-0.3%	-$983	0.1%	184
2022 Q4	$296K	Hold	950	–	–	0.1%	167
2022 Q3	$239K	Hold	950	–	–	0.09%	187
2022 Q2	$225K	Hold	950	–	–	0.08%	201
2022 Q1	$285K	Hold	950	–	–	0.09%	184
2021 Q4	$286K	Hold	950	–	–	0.09%	184
2021 Q3	$250K	Hold	950	–	–	0.08%	193
2021 Q2	$236K	Hold	950	–	–	0.08%	208
2021 Q1	$220K	Buy	+950	New	+$205K	0.07%	200

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WealthTrust Axiom's AMP Position: Q2 2026 in Review

WealthTrust Axiom held its Ameriprise Financial (AMP) position steady in Q2 2026 at 748 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #206.

WealthTrust Axiom first reported a position in AMP in Q1 2021 and has held it in 21 quarters since. The position peaked at $399K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

WealthTrust Axiom held 748 shares of Ameriprise Financial worth $343K as of Q2 2026.
WealthTrust Axiom left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #206 holding.
WealthTrust Axiom first reported a position in Ameriprise Financial in Q1 2021 and has held it in 21 quarters since.
WealthTrust Axiom's Ameriprise Financial position peaked at $399K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.