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Welch & Forbes’s Ameriprise Financial AMP Stock Holding History

Welch & Forbes’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 		$78.5M Sell
171,132
-2,329
-1% -$1.07M 0.95% 31
2026
Q1 		$77.1M Sell
173,461
-417
-0.2% -$201K 1% 26
2025
Q4 		$85.3M Sell
173,878
-1,006
-0.6% -$477K 1.03% 27
2025
Q3 		$85.9M Sell
174,884
-1,069
-0.6% -$548K 1.03% 31
2025
Q2 		$93.9M Sell
175,953
-2,578
-1% -$1.27M 1.17% 26
2025
Q1 		$86.4M Sell
178,531
-1,468
-0.8% -$770K 1.13% 28
2024
Q4 		$95.8M Sell
179,999
-2,935
-2% -$1.57M 1.23% 24
2024
Q3 		$85.9M Buy
182,934
+1,121
+0.6% +$486K 1.09% 28
2024
Q2 		$78.4M Sell
181,813
-2,477
-1% -$1.06M 1.05% 31
2024
Q1 		$80.8M Sell
184,290
-12,273
-6% -$4.91M 1.11% 28
2023
Q4 		$74.7M Sell
196,563
-2,014
-1% -$691K 1.13% 28
2023
Q3 		$65.5M Sell
198,577
-2,268
-1% -$774K 1.08% 30
2023
Q2 		$66.7M Sell
200,845
-1,276
-0.6% -$392K 1.05% 30
2023
Q1 		$62M Sell
202,121
-3,937
-2% -$1.29M 1.05% 30
2022
Q4 		$64.2M Sell
206,058
-4,064
-2% -$1.24M 1.15% 28
2022
Q3 		$52.9M Buy
210,122
+366
+0.2% +$96.3K 1.03% 33
2022
Q2 		$49.9M Sell
209,756
-949
-0.5% -$254K 0.91% 36
2022
Q1 		$63.3M Sell
210,705
-151
-0.1% -$45.7K 1% 32
2021
Q4 		$63.6M Sell
210,856
-580
-0.3% -$172K 0.95% 32
2021
Q3 		$55.8M Buy
211,436
+736
+0.3% +$193K 0.93% 32
2021
Q2 		$52.4M Buy
210,700
+866
+0.4% +$218K 0.89% 33
2021
Q1 		$48.8M Buy
209,834
+2,671
+1% +$578K 0.9% 32
2020
Q4 		$40.3M Sell
207,163
-3,803
-2% -$681K 0.79% 39
2020
Q3 		$32.5M Buy
210,966
+1,613
+0.8% +$248K 0.7% 43
2020
Q2 		$31.4M Sell
209,353
-3,646
-2% -$467K 0.74% 42
2020
Q1 		$21.8M Sell
212,999
-1,564
-0.7% -$232K 0.61% 50
2019
Q4 		$35.7M Sell
214,563
-323
-0.2% -$50.1K 0.8% 40
2019
Q3 		$31.6M Buy
214,886
+194
+0.1% +$27.2K 0.75% 44
2019
Q2 		$31.2M Buy
214,692
+1,033
+0.5% +$149K 0.76% 44
2019
Q1 		$27.4M Buy
213,659
+5,304
+3% +$658K 0.69% 50
2018
Q4 		$21.7M Sell
208,355
-1,093
-0.5% -$137K 0.61% 54
2018
Q3 		$30.9M Buy
209,448
+6,217
+3% +$890K 0.74% 46
2018
Q2 		$28.4M Buy
203,231
+1,614
+0.8% +$229K 0.74% 45
2018
Q1 		$29.8M Buy
201,617
+10,011
+5% +$1.63M 0.77% 42
2017
Q4 		$32.5M Buy
191,606
+2,680
+1% +$429K 0.87% 36
2017
Q3 		$28.1M Buy
188,926
+3,196
+2% +$446K 0.74% 50
2017
Q2 		$23.6M Buy
185,730
+4,836
+3% +$614K 0.66% 53
2017
Q1 		$23.5M Buy
180,894
+35,009
+24% +$4.33M 0.67% 54
2016
Q4 		$16.2M Buy
+145,885
New +$15.4M 0.48% 73
2016
Q3 		– Sell
-146,436
Closed -$13.2M – 316
2016
Q2 		$13.2M Buy
146,436
+3,315
+2% +$320K 0.4% 81
2016
Q1 		$13.5M Buy
143,121
+1,057
+0.7% +$94.8K 0.42% 77
2015
Q4 		$15.1M Buy
142,064
+139
+0.1% +$15.5K 0.49% 70
2015
Q3 		$15.5M Buy
141,925
+1,698
+1% +$200K 0.52% 66
2015
Q2 		$17.5M Sell
140,227
-412
-0.3% -$52.5K 0.55% 63
2015
Q1 		$18.4M Sell
140,639
-3,057
-2% -$403K 0.55% 63
2014
Q4 		$19M Sell
143,696
-2,377
-2% -$301K 0.56% 63
2014
Q3 		$18M Buy
+146,073
New +$17.9M 0.55% 65
2014
Q2 		– Sell
-145,838
Closed -$16.1M – 334
2014
Q1 		$16.1M Sell
145,838
-22,658
-13% -$2.48M 0.51% 69
2013
Q4 		$19.4M Sell
168,496
-6,503
-4% -$672K 0.61% 62
2013
Q3 		$15.9M Buy
174,999
+125
+0.1% +$11K 0.54% 68
2013
Q2 		$14.1M Buy
+174,874
New +$13.6M 0.51% 67

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Welch & Forbes's AMP Position: Q2 2026 in Review

Welch & Forbes reduced its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, selling an estimated $1.07M and leaving 171,132 shares worth $78.5M. The position accounts for 0.95% of the portfolio, ranked #31.

Welch & Forbes first reported a position in AMP in Q2 2013 and has held it in 51 quarters since. The position peaked at $95.8M in Q4 2024. 534 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Welch & Forbes held 171,132 shares of Ameriprise Financial worth $78.5M as of Q2 2026.
  • Welch & Forbes sold 2,329 Ameriprise Financial shares in Q2 2026, an estimated $1.07M.
  • Ameriprise Financial made up 0.95% of Welch & Forbes's portfolio in Q2 2026, its #31 holding.
  • Welch & Forbes first reported a position in Ameriprise Financial in Q2 2013 and has held it in 51 quarters since.
  • Welch & Forbes's Ameriprise Financial position peaked at $95.8M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.