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A4 Wealth Advisors’s Amazon AMZN Stock Holding History

A4 Wealth Advisors’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 		$1.53M Sell
6,431
-1,134
-15% -$285K 1.02% 22
2026
Q1 		$1.58M Buy
7,565
+3,245
+75% +$714K 1.29% 19
2025
Q4 		$997K Sell
4,320
-3,605
-45% -$825K 0.86% 31
2025
Q3 		$1.74M Buy
+7,925
New +$1.79M 1.47% 14

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

A4 Wealth Advisors's AMZN Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $285K and leaving 6,431 shares worth $1.53M. The position accounts for 1.02% of the portfolio, ranked #22.

A4 Wealth Advisors first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2025. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • A4 Wealth Advisors held 6,431 shares of Amazon worth $1.53M as of Q2 2026.
  • A4 Wealth Advisors sold 1,134 Amazon shares in Q2 2026, an estimated $285K.
  • Amazon made up 1.02% of A4 Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • A4 Wealth Advisors first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Amazon position peaked at $1.74M in Q3 2025.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.