Ameriprise Financial shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $690k | 1.4k | 491.25 |
| 2025-06-30 | $749k | 1.4k | 533.73 |
| 2025-03-31 | $680k | 1.4k | 484.11 |
| 2024-12-31 | $748k | 1.4k | 532.43 |
| 2024-09-30 | $660k | 1.4k | 469.81 |
| 2024-06-30 | $600k | 1.4k | 427.19 |
| 2024-03-31 | $616k | 1.4k | 438.44 |
| 2023-12-31 | $533k | 1.4k | 379.83 |
| 2023-09-30 | $463k | 1.4k | 329.68 |
| 2023-06-30 | $466k | 1.4k | 332.16 |
| 2023-03-31 | $443k | 1.4k | 306.50 |
| 2022-12-31 | $442k | 1.4k | 311.37 |
| 2022-09-30 | $358k | 1.4k | 251.94 |
| 2022-06-30 | $341k | 1.4k | 237.96 |
| 2022-03-31 | $418k | 1.4k | 300.29 |
| 2021-12-31 | $416k | 1.4k | 301.45 |
| 2021-09-30 | $387k | 1.5k | 264.34 |
| 2021-06-30 | $364k | 1.5k | 248.63 |
| 2021-03-31 | $320k | 1.4k | 232.39 |
| 2020-12-31 | $266k | 1.4k | 194.30 |
| 2020-09-30 | $210k | 1.4k | 153.85 |
| 2020-06-30 | $205k | 1.4k | 150.18 |
| 2019-12-31 | $227k | 1.4k | 166.30 |
| 2019-09-30 | $201k | 1.4k | 147.25 |
| 2018-09-30 | $211k | 1.4k | 147.55 |
| 2018-06-30 | $200k | 1.4k | 139.86 |
| 2018-03-31 | $212k | 1.4k | 148.25 |
| 2017-12-31 | $242k | 1.4k | 169.23 |
| 2017-09-30 | $212k | 1.4k | 148.25 |
| 2016-12-31 | $285k | 2.6k | 110.89 |