Accurate Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.7M Buy
64,157
+3,951
+7% +$992K 1.5% 8
2026
Q1
$14.3M Buy
60,206
+9,238
+18% +$2.03M 1.72% 6
2025
Q4
$12.6M Buy
50,968
+2,714
+6% +$621K 1.6% 9
2025
Q3
$10.4M Buy
48,254
+5,179
+12% +$1.17M 1.39% 10
2025
Q2
$9.55M Buy
43,075
+1,114
+3% +$220K 1.46% 10
2025
Q1
$7.74M Buy
41,961
+1,985
+5% +$431K 1.48% 10
2024
Q4
$8.73M Buy
39,976
+949
+2% +$194K 1.68% 8
2024
Q3
$7.31M Buy
39,027
+1,037
+3% +$189K 1.47% 10
2024
Q2
$7.3M Buy
37,990
+4,557
+14% +$837K 1.75% 9
2024
Q1
$5.82M Buy
33,433
+29
+0.1% +$4.84K 1.7% 9
2023
Q4
$5.17M Sell
33,404
-1,698
-5% -$238K 1.61% 10
2023
Q3
$4.6M Buy
35,102
+1,507
+4% +$202K 1.44% 12
2023
Q2
$4.51M Buy
33,595
+3,984
+13% +$455K 1.41% 12
2023
Q1
$3.02M Buy
29,611
+3,281
+12% +$317K 1.04% 16
2022
Q4
$2.36M Buy
26,330
+16,391
+165% +$1.62M 0.87% 18
2022
Q3
$1.13M Sell
9,939
-19,108
-66% -$2.42M 0.47% 47
2022
Q2
$3.27M Sell
29,047
-5,793
-17% -$725K 1.78% 9
2022
Q1
$5.35M Buy
34,840
+19,520
+127% +$3.02M 2.4% 9
2021
Q4
$2.55M Buy
15,320
+60
+0.4% +$10.3K 2.08% 9
2021
Q3
$2.51M Buy
15,260
+1,040
+7% +$179K 2.19% 8
2021
Q2
$2.45M Buy
+14,220
New +$2.36M 2.15% 8

Other funds holding AMZN

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

Accurate Wealth Management increased its Amazon (AMZN) stake by 6.6% in Q2 2026, buying an estimated $992K and bringing the position to 64,157 shares worth $15.7M. The position accounts for 1.5% of the portfolio, ranked #8.

Accurate Wealth Management first reported a position in AMZN in Q2 2021 and has held it in 21 quarters since. 2,246 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Accurate Wealth Management held 64,157 shares of Amazon worth $15.7M as of Q2 2026.
  • Accurate Wealth Management bought 3,951 Amazon shares in Q2 2026, an estimated $992K.
  • Amazon made up 1.5% of Accurate Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Accurate Wealth Management first reported a position in Amazon in Q2 2021 and has held it in 21 quarters since.
  • 2,246 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.