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Altus Wealth Group’s Amazon AMZN Stock Holding History

Altus Wealth Group’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 		$2.92M Buy
12,267
+152
+1% +$38.2K 1.06% 18
2026
Q1 		$2.52M Buy
12,115
+50
+0.4% +$11K 1.03% 19
2025
Q4 		$2.78M Buy
12,065
+97
+0.8% +$22.2K 1.11% 19
2025
Q3 		$2.63M Buy
11,968
+439
+4% +$99.4K 1.08% 18
2025
Q2 		$2.53M Buy
11,529
+21
+0.2% +$4.16K 1.12% 18
2025
Q1 		$2.19M Sell
11,508
-109
-0.9% -$23.7K 1.03% 21
2024
Q4 		$2.55M Sell
11,617
-1,423
-11% -$291K 1.13% 23
2024
Q3 		$2.43M Buy
13,040
+272
+2% +$49.6K 1.04% 22
2024
Q2 		$2.47M Sell
12,768
-200
-2% -$36.7K 1.24% 20
2024
Q1 		$2.34M Buy
12,968
+2,148
+20% +$359K 1.17% 22
2023
Q4 		$1.64M Buy
10,820
+228
+2% +$32K 0.91% 23
2023
Q3 		$1.35M Sell
10,592
-637
-6% -$85.4K 0.85% 29
2023
Q2 		$1.46M Sell
11,229
-143
-1% -$16.3K 0.9% 28
2023
Q1 		$1.17M Buy
11,372
+378
+3% +$36.5K 0.79% 29
2022
Q4 		$923K Buy
10,994
+10,597
+2,669% +$1.05M 0.7% 35
2022
Q3 		$1.3M Hold
397
– – 1.3% 16
2022
Q2 		$1.3M Sell
397
-8,263
-95% -$1.03M 1.3% 16
2022
Q1 		$1.41M Buy
8,660
+720
+9% +$111K 1.16% 19
2021
Q4 		$1.32M Hold
7,940
– – 1.09% 18
2021
Q3 		$1.3M Buy
7,940
+540
+7% +$93.1K 1.3% 16
2021
Q2 		$1.27M Buy
7,400
+100
+1% +$16.6K 1.24% 20
2021
Q1 		$1.21M Sell
7,300
-940
-11% -$149K 1.2% 20
2020
Q4 		$1.34M Buy
+8,240
New +$1.31M 1.28% 14

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

Altus Wealth Group's AMZN Position: Q2 2026 in Review

Altus Wealth Group increased its Amazon (AMZN) stake by 1.3% in Q2 2026, buying an estimated $38.2K and bringing the position to 12,267 shares worth $2.92M. The position accounts for 1.06% of the portfolio, ranked #18.

Altus Wealth Group 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.

  • Altus Wealth Group held 12,267 shares of Amazon worth $2.92M as of Q2 2026.
  • Altus Wealth Group bought 152 Amazon shares in Q2 2026, an estimated $38.2K.
  • Amazon made up 1.06% of Altus Wealth Group's portfolio in Q2 2026, its #18 holding.
  • Altus Wealth Group 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 Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.