Westmount Partners’s Ameriprise Financial AMP Stock Holding History

Westmount Partners’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
2025 Q3	–	Sell	-568	Closed	-$303K	–	245
2025 Q2	$303K	Hold	568	–	–	0.08%	194
2025 Q1	$275K	Hold	568	–	–	0.08%	194
2024 Q4	$302K	Hold	568	–	–	0.09%	171
2024 Q3	$267K	Hold	568	–	–	0.08%	178
2024 Q2	$242K	Hold	568	–	–	0.08%	182
2024 Q1	$249K	Hold	568	–	–	0.09%	183
2023 Q4	$216K	Buy	+568	New	+$195K	0.09%	182

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Westmount Partners's AMP Position: Q3 2025 in Review

Westmount Partners sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 568 shares — an estimated $303K sold.

Westmount Partners first reported a position in AMP in Q4 2023 and held it in 7 quarters. The position peaked at $303K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

Westmount Partners reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
Westmount Partners sold 568 Ameriprise Financial shares in Q3 2025, an estimated $303K.
Westmount Partners first reported a position in Ameriprise Financial in Q4 2023 and held it in 7 quarters.
Westmount Partners's Ameriprise Financial position peaked at $303K in Q2 2025.
1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.