Wellington Shields Capital Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1506071
NEW YORK, NY
Position in AMP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$542,168
-$56,046 QoQ
Shares Held
1,220
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wellington Shields Capital Management, LLC holds $28,978,975 across 13 Asset Management names. AMP ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
110,374 | $12,691,906 | |
| 2 | APO |
Apollo Global Management, Inc.
|
55,222 | $6,152,835 | |
| 3 | BLK |
BlackRock, Inc.
|
4,015 | $3,861,265 | |
| 4 | CG |
Carlyle Group Inc.
|
77,544 | $3,752,354 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
1,220 | $542,168 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
50,000 | $449,500 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
10,906 | $441,365 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,900 | $268,250 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,168 | 1,220 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $598,214 | 1,220 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $599,325 | 1,220 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $651,150 | 1,220 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $590,614 | 1,220 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $649,564 | 1,220 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $573,168 | 1,220 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $521,171 | 1,220 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $534,896 | 1,220 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $463,392 | 1,220 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $402,209 | 1,220 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $405,235 | 1,220 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $373,930 | 1,220 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $379,871 | 1,220 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $352,730 | 1,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,752 | 1,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $420,504 | 1,400 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $369,768 | 1,400 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $348,432 | 1,400 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $325,430 | 1,400 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $272,062 | 1,400 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $215,754 | 1,400 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $210,056 | 1,400 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||