AWM
AMZN icon

Abound Wealth Management’s Amazon AMZN Stock Holding History

Abound 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 		$3.16M Sell
13,261
-1,476
-10% -$370K 0.63% 24
2026
Q1 		$3.07M Buy
14,737
+733
+5% +$161K 0.7% 25
2025
Q4 		$3.23M Buy
14,004
+1,788
+15% +$409K 0.76% 24
2025
Q3 		$2.68M Buy
12,216
+1,454
+14% +$329K 0.67% 26
2025
Q2 		$2.36M Buy
10,762
+737
+7% +$146K 0.67% 26
2025
Q1 		$1.91M Buy
10,025
+407
+4% +$88.3K 0.64% 23
2024
Q4 		$2.11M Buy
9,618
+414
+4% +$84.7K 0.68% 22
2024
Q3 		$1.71M Buy
9,204
+561
+6% +$102K 0.57% 22
2024
Q2 		$1.67M Buy
8,643
+44
+0.5% +$8.08K 0.62% 20
2024
Q1 		$1.55M Sell
8,599
-418
-5% -$69.8K 0.59% 21
2023
Q4 		$1.37M Buy
9,017
+3,469
+63% +$486K 0.55% 25
2023
Q3 		$705K Buy
5,548
+1,160
+26% +$155K 0.3% 29
2023
Q2 		$572K Buy
4,388
+349
+9% +$39.9K 0.24% 32
2023
Q1 		$417K Buy
4,039
+723
+22% +$69.9K 0.19% 35
2022
Q4 		$279K Sell
3,316
-239
-7% -$23.6K 0.14% 38
2022
Q3 		$402K Buy
3,555
+1,362
+62% +$172K 0.22% 32
2022
Q2 		$233K Buy
2,193
+53
+2% +$6.63K 0.13% 39
2022
Q1 		$348K Buy
2,140
+340
+19% +$52.5K 0.25% 31
2021
Q4 		$299K Buy
+1,800
New +$308K 0.24% 30

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Abound Wealth Management's AMZN Position: Q2 2026 in Review

Abound Wealth Management reduced its Amazon (AMZN) stake by 10% in Q2 2026, selling an estimated $370K and leaving 13,261 shares worth $3.16M. The position accounts for 0.63% of the portfolio, ranked #24.

Abound Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q4 2025. 1,057 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Abound Wealth Management held 13,261 shares of Amazon worth $3.16M as of Q2 2026.
  • Abound Wealth Management sold 1,476 Amazon shares in Q2 2026, an estimated $370K.
  • Amazon made up 0.63% of Abound Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Abound Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Amazon position peaked at $3.23M in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.