Woodmont Investment Counsel’s Ameriprise Financial AMP Stock Holding History

Woodmont Investment Counsel’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	$523K	Hold	1,141	–	–	0.03%	194
2026 Q1	$507K	Buy	1,141 +115	+11%	+$55.4K	0.03%	187
2025 Q4	$503K	Hold	1,026	–	–	0.03%	182
2025 Q3	$504K	Hold	1,026	–	–	0.03%	177
2025 Q2	$548K	Hold	1,026	–	–	0.04%	195
2025 Q1	$497K	Hold	1,026	–	–	0.04%	192
2024 Q4	$546K	Hold	1,026	–	–	0.04%	179
2024 Q3	$482K	Hold	1,026	–	–	0.04%	185
2024 Q2	$438K	Hold	1,026	–	–	0.04%	187
2024 Q1	$450K	Sell	1,026 -5	-0.5%	-$2K	0.04%	183
2023 Q4	$392K	Buy	1,031 +5	+0.5%	+$1.72K	0.04%	184
2023 Q3	$338K	Hold	1,026	–	–	0.04%	185
2023 Q2	$341K	Sell	1,026 -409	-29%	-$126K	0.04%	187
2023 Q1	$440K	Buy	+1,435	New	+$470K	0.05%	182
2016 Q4	–	Sell	-114	Closed	-$11K	–	204
2016 Q3	$11K	Buy	+114	New	+$11K	﹤0.01%	455
2016 Q2	–	Sell	-110	Closed	-$10K	–	196
2016 Q1	$10K	Hold	110	–	–	﹤0.01%	412
2015 Q4	$12K	Hold	110	–	–	﹤0.01%	404
2015 Q3	$12K	Hold	110	–	–	﹤0.01%	410
2015 Q2	$14K	Buy	+110	New	+$14K	﹤0.01%	389

Other funds holding AMP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodmont Investment Counsel's AMP Position: Q2 2026 in Review

Woodmont Investment Counsel held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,141 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #194.

Woodmont Investment Counsel first reported a position in AMP in Q2 2015 and has held it in 19 quarters since. The position peaked at $548K in Q2 2025. 616 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Woodmont Investment Counsel held 1,141 shares of Ameriprise Financial worth $523K as of Q2 2026.
Woodmont Investment Counsel left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #194 holding.
Woodmont Investment Counsel first reported a position in Ameriprise Financial in Q2 2015 and has held it in 19 quarters since.
Woodmont Investment Counsel's Ameriprise Financial position peaked at $548K in Q2 2025.
616 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.