Weil Company’s Ameriprise Financial AMP Stock Holding History

Weil Company’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	$533K	Hold	1,200	–	–	0.12%	80
2025 Q4	$588K	Hold	1,200	–	–	0.14%	77
2025 Q3	$590K	Sell	1,200 -1	-0.1%	-$513	0.14%	75
2025 Q2	$641K	Buy	1,201 +1	+0.1%	+$494	0.17%	75
2025 Q1	$581K	Hold	1,200	–	–	0.17%	67
2024 Q4	$639K	Hold	1,200	–	–	0.22%	67
2024 Q3	$564K	Hold	1,200	–	–	0.18%	87
2024 Q2	$513K	Hold	1,200	–	–	0.19%	89
2024 Q1	$526K	Hold	1,200	–	–	0.21%	87
2023 Q4	$456K	Hold	1,200	–	–	0.2%	85
2023 Q3	$396K	Hold	1,200	–	–	0.2%	91
2023 Q2	$399K	Hold	1,200	–	–	0.18%	101
2023 Q1	$368K	Hold	1,200	–	–	0.17%	99
2022 Q4	$374K	Hold	1,200	–	–	0.17%	93
2022 Q3	$302K	Hold	1,200	–	–	0.19%	95
2022 Q2	$285K	Hold	1,200	–	–	0.16%	100
2022 Q1	$360K	Hold	1,200	–	–	0.18%	95
2021 Q4	$362K	Hold	1,200	–	–	0.17%	99
2021 Q3	$317K	Hold	1,200	–	–	0.16%	105
2021 Q2	$299K	Hold	1,200	–	–	0.15%	115
2021 Q1	$279K	Hold	1,200	–	–	0.16%	115
2020 Q4	$233K	Buy	+1,200	New	+$215K	0.14%	120
2020 Q1	–	Sell	-1,230	Closed	-$205K	–	98
2019 Q4	$205K	Buy	1,230 +30	+3%	+$4.65K	0.16%	102
2019 Q3	$177K	Buy	+1,200	New	+$168K	0.13%	96
2018 Q1	–	Sell	-1,200	Closed	-$203K	–	92
2017 Q4	$203K	Buy	+1,200	New	+$192K	0.19%	86

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

Weil Company's AMP Position: Q1 2026 in Review

Weil Company held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,200 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #80.

Weil Company first reported a position in AMP in Q4 2017 and has held it in 25 quarters since. The position peaked at $641K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Weil Company held 1,200 shares of Ameriprise Financial worth $533K as of Q1 2026.
Weil Company left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.12% of Weil Company's portfolio in Q1 2026, its #80 holding.
Weil Company first reported a position in Ameriprise Financial in Q4 2017 and has held it in 25 quarters since.
Weil Company's Ameriprise Financial position peaked at $641K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.