4WM
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4J Wealth Management’s Amazon AMZN Stock Holding History

4J Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Sell
12,470
-409
-3% -$103K 1.46% 17
2026
Q1 		$2.68M Buy
12,879
+198
+2% +$43.6K 1.52% 14
2025
Q4 		$2.93M Sell
12,681
-597
-4% -$137K 1.68% 13
2025
Q3 		$2.92M Buy
13,278
+56
+0.4% +$12.7K 1.71% 14
2025
Q2 		$2.9M Buy
13,222
+175
+1% +$34.6K 1.96% 11
2025
Q1 		$2.48M Buy
13,047
+548
+4% +$119K 1.96% 11
2024
Q4 		$2.74M Sell
12,499
-424
-3% -$86.7K 2.22% 10
2024
Q3 		$2.41M Sell
12,923
-145
-1% -$26.5K 1.86% 12
2024
Q2 		$2.53M Sell
13,068
-160
-1% -$29.4K 2.09% 12
2024
Q1 		$2.39M Sell
13,228
-120
-0.9% -$20K 2.06% 12
2023
Q4 		$2.03M Sell
13,348
-380
-3% -$53.3K 1.85% 14
2023
Q3 		$1.75M Sell
13,728
-57
-0.4% -$7.64K 1.74% 14
2023
Q2 		$1.8M Sell
13,785
-530
-4% -$60.5K 1.74% 14
2023
Q1 		$1.48M Sell
14,315
-973
-6% -$94K 1.59% 16
2022
Q4 		$1.28M Sell
15,288
-216
-1% -$21.3K 1.49% 18
2022
Q3 		$1.75M Sell
15,504
-221
-1% -$27.9K 2.24% 10
2022
Q2 		$1.67M Sell
15,725
-215
-1% -$26.9K 2.1% 11
2022
Q1 		$2.6M Buy
15,940
+600
+4% +$92.7K 2.27% 8
2021
Q4 		$2.56M Buy
15,340
+800
+6% +$137K 2.15% 10
2021
Q3 		$2.39M Buy
14,540
+220
+2% +$37.9K 2.08% 13
2021
Q2 		$2.46M Buy
14,320
+340
+2% +$56.5K 2.15% 13
2021
Q1 		$2.16M Buy
13,980
+680
+5% +$108K 2.01% 12
2020
Q4 		$2.17M Buy
+13,300
New +$2.12M 2.08% 13

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

4J Wealth Management's AMZN Position: Q2 2026 in Review

4J Wealth Management reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $103K and leaving 12,470 shares worth $2.97M. The position accounts for 1.46% of the portfolio, ranked #17.

4J Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 2,612 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • 4J Wealth Management held 12,470 shares of Amazon worth $2.97M as of Q2 2026.
  • 4J Wealth Management sold 409 Amazon shares in Q2 2026, an estimated $103K.
  • Amazon made up 1.46% of 4J Wealth Management's portfolio in Q2 2026, its #17 holding.
  • 4J Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 2,612 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.