Western Wealth Management’s Ameriprise Financial AMP Stock Holding History

Western 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 Q2	$231K	Buy	503 +21	+4%	+$9.63K	0.01%	924
2026 Q1	$214K	Sell	482 -8	-2%	-$3.85K	0.01%	902
2025 Q4	$240K	Buy	490 +62	+14%	+$29.4K	0.01%	739
2025 Q3	$210K	Buy	428 +12	+3%	+$6.15K	0.01%	722
2025 Q2	$222K	Buy	+416	New	+$206K	0.01%	654
2022 Q2	–	Sell	-2,086	Closed	-$627K	–	791
2022 Q1	$627K	Buy	+2,086	New	+$631K	0.03%	466
2021 Q2	$1.17M	Buy	+4,710	New	+$1.19M	0.12%	186

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

Western Wealth Management's AMP Position: Q2 2026 in Review

Western Wealth Management increased its Ameriprise Financial (AMP) stake by 4.4% in Q2 2026, buying an estimated $9.63K and bringing the position to 503 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #924.

Western Wealth Management first reported a position in AMP in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2021. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Western Wealth Management held 503 shares of Ameriprise Financial worth $231K as of Q2 2026.
Western Wealth Management bought 21 Ameriprise Financial shares in Q2 2026, an estimated $9.63K.
Ameriprise Financial made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #924 holding.
Western Wealth Management first reported a position in Ameriprise Financial in Q2 2021 and has held it in 7 quarters since.
Western Wealth Management's Ameriprise Financial position peaked at $1.17M in Q2 2021.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.