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Williams Jones Wealth Management’s Ameriprise Financial AMP Stock Holding History

Williams Jones 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 		$549K Buy
1,196
+6
+0.5% +$2.75K 0.01% 356
2026
Q1 		$529K Buy
1,190
+282
+31% +$136K 0.01% 345
2025
Q4 		$445K Buy
908
+18
+2% +$8.54K 0.01% 366
2025
Q3 		$437K Hold
890
– – 0.01% 367
2025
Q2 		$475K Hold
890
– – 0.01% 359
2025
Q1 		$431K Hold
890
– – 0.01% 355
2024
Q4 		$474K Sell
890
-309
-26% -$165K 0.01% 351
2024
Q3 		$563K Sell
1,199
-5,703
-83% -$2.47M 0.01% 334
2024
Q2 		$2.95M Hold
6,902
– – 0.04% 162
2024
Q1 		$3.03M Buy
6,902
+11
+0.2% +$4.4K 0.04% 158
2023
Q4 		$2.62M Sell
6,891
-57
-0.8% -$19.5K 0.04% 170
2023
Q3 		$2.29M Hold
6,948
– – 0.04% 182
2023
Q2 		$2.31M Hold
6,948
– – 0.03% 185
2023
Q1 		$2.13M Hold
6,948
– – 0.03% 199
2022
Q4 		$2.16M Buy
6,948
+16
+0.2% +$4.88K 0.04% 196
2022
Q3 		$1.75M Sell
6,932
-26
-0.4% -$6.84K 0.03% 213
2022
Q2 		$1.65M Buy
6,958
+801
+13% +$215K 0.03% 220
2022
Q1 		$1.85M Hold
6,157
– – 0.03% 206
2021
Q4 		$1.86M Sell
6,157
-50
-0.8% -$14.8K 0.02% 207
2021
Q3 		$1.64M Sell
6,207
-2
-0% -$523 0.02% 209
2021
Q2 		$1.54M Sell
6,209
-5
-0.1% -$1.26K 0.02% 215
2021
Q1 		$1.44M Buy
6,214
+7
+0.1% +$1.51K 0.02% 215
2020
Q4 		$1.21M Buy
6,207
+50
+0.8% +$8.95K 0.02% 214
2020
Q3 		$949K Buy
6,157
+300
+5% +$46.2K 0.02% 204
2020
Q2 		$879K Sell
5,857
-66
-1% -$8.46K 0.02% 209
2020
Q1 		$607K Buy
5,923
+90
+2% +$13.3K 0.02% 215
2019
Q4 		$972K Hold
5,833
– – 0.02% 207
2019
Q3 		$858K Buy
+5,833
New +$817K 0.02% 215

Other funds holding AMP

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Williams Jones Wealth Management's AMP Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Ameriprise Financial (AMP) stake by 0.5% in Q2 2026, buying an estimated $2.75K and bringing the position to 1,196 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #356.

Williams Jones Wealth Management first reported a position in AMP in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.03M in Q1 2024. 698 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Williams Jones Wealth Management held 1,196 shares of Ameriprise Financial worth $549K as of Q2 2026.
  • Williams Jones Wealth Management bought 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Williams Jones Wealth Management first reported a position in Ameriprise Financial in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Ameriprise Financial position peaked at $3.03M in Q1 2024.
  • 698 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.