Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$684,469
+$65,865 QoQ
Shares Held
1,492
+7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#702
of 1,374 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $15,699,211 across 6 Asset Management names. AMP ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
9,138 | $8,786,735 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
662,107 | $5,793,436 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
1,492 | $684,469 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
13,714 | $171,836 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
12,848 | $141,199 | |
| 6 | PMO |
Franklin Municipal Opportunities Trust
|
11,531 | $121,536 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,469 | 1,492 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $618,604 | 1,392 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $682,553 | 1,392 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $689,715 | 1,404 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $749,356 | 1,404 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $679,690 | 1,404 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $747,531 | 1,404 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $659,613 | 1,404 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $599,774 | 1,404 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $615,569 | 1,404 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $533,281 | 1,404 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $462,870 | 1,404 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $466,352 | 1,404 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $442,892 | 1,445 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $441,522 | 1,418 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $358,020 | 1,421 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $340,595 | 1,433 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $418,101 | 1,392 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $386,671 | 1,464 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $364,360 | 1,464 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $320,083 | 1,377 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $266,037 | 1,369 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $210,360 | 1,365 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $204,804 | 1,365 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||