Allen Wealth Management’s Amazon AMZN Stock Holding History

Allen 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	$503K	Sell	2,112 -524	-20%	-$132K	0.25%	41
2026 Q1	$549K	Buy	2,636 +444	+20%	+$97.8K	0.27%	43
2025 Q4	$506K	Sell	2,192 -20	-0.9%	-$4.58K	0.3%	42
2025 Q3	$486K	Buy	2,212 +154	+7%	+$34.9K	0.33%	41
2025 Q2	$452K	Sell	2,058 -110	-5%	-$21.8K	0.32%	41
2025 Q1	$412K	Sell	2,168 -25	-1%	-$5.42K	0.28%	41
2024 Q4	$481K	Buy	2,193 +23	+1%	+$4.71K	0.34%	39
2024 Q3	$404K	Buy	2,170 +130	+6%	+$23.7K	0.28%	41
2024 Q2	$394K	Buy	2,040 +26	+1%	+$4.78K	0.35%	43
2024 Q1	$363K	Sell	2,014 -250	-11%	-$41.7K	0.32%	46
2023 Q4	$344K	Buy	+2,264	New	+$317K	0.34%	41

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Allen Wealth Management reduced its Amazon (AMZN) stake by 20% in Q2 2026, selling an estimated $132K and leaving 2,112 shares worth $503K. The position accounts for 0.25% of the portfolio, ranked #41.

Allen Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q1 2026. 2,884 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Allen Wealth Management held 2,112 shares of Amazon worth $503K as of Q2 2026.
Allen Wealth Management sold 524 Amazon shares in Q2 2026, an estimated $132K.
Amazon made up 0.25% of Allen Wealth Management's portfolio in Q2 2026, its #41 holding.
Allen Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Amazon position peaked at $549K in Q1 2026.
2,884 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.