AWM
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Altus Wealth Management’s Amazon AMZN Stock Holding History

Altus 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 		$429K Sell
1,800
-55
-3% -$13.8K 0.17% 21
2026
Q1 		$386K Sell
1,855
-305
-14% -$67.2K 0.17% 22
2025
Q4 		$499K Sell
2,160
-45
-2% -$10.3K 0.21% 20
2025
Q3 		$484K Sell
2,205
-89
-4% -$20.1K 0.21% 20
2025
Q2 		$503K Sell
2,294
-1,004
-30% -$199K 0.24% 18
2025
Q1 		$627K Buy
3,298
+60
+2% +$13K 0.29% 21
2024
Q4 		$710K Buy
3,238
+543
+20% +$111K 0.32% 22
2024
Q3 		$502K Sell
2,695
-804
-23% -$147K 0.24% 24
2024
Q2 		$676K Buy
3,499
+85
+2% +$15.6K 0.33% 20
2024
Q1 		$616K Buy
3,414
+100
+3% +$16.7K 0.32% 20
2023
Q4 		$504K Sell
3,314
-580
-15% -$81.3K 0.3% 22
2023
Q3 		$495K Buy
3,894
+1,437
+58% +$193K 0.34% 20
2023
Q2 		$320K Buy
2,457
+10
+0.4% +$1.14K 0.25% 20
2023
Q1 		$253K Buy
+2,447
New +$236K 0.21% 26
2022
Q4 		– Sell
-2,260
Closed -$255K – 30
2022
Q3 		$255K Hold
2,260
– – 0.22% 28
2022
Q2 		$240K Hold
2,260
– – 0.19% 31
2022
Q1 		$368K Buy
2,260
+740
+49% +$114K 0.25% 25
2021
Q4 		$253K Buy
1,520
+20
+1% +$3.42K 0.15% 31
2021
Q3 		$246K Hold
1,500
– – 0.16% 33
2021
Q2 		$258K Hold
1,500
– – 0.17% 30
2021
Q1 		$232K Hold
1,500
– – 0.16% 30
2020
Q4 		$244K Sell
1,500
-1,300
-46% -$207K 0.19% 29
2020
Q3 		$441K Buy
2,800
+1,200
+75% +$189K 0.41% 19
2020
Q2 		$221K Buy
+1,600
New +$193K 0.25% 27

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Altus Wealth Management reduced its Amazon (AMZN) stake by 3% in Q2 2026, selling an estimated $13.8K and leaving 1,800 shares worth $429K. The position accounts for 0.17% of the portfolio, ranked #21.

Altus Wealth Management first reported a position in AMZN in Q2 2020 and has held it in 24 quarters since. The position peaked at $710K in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Altus Wealth Management held 1,800 shares of Amazon worth $429K as of Q2 2026.
  • Altus Wealth Management sold 55 Amazon shares in Q2 2026, an estimated $13.8K.
  • Amazon made up 0.17% of Altus Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Altus Wealth Management first reported a position in Amazon in Q2 2020 and has held it in 24 quarters since.
  • Altus Wealth Management's Amazon position peaked at $710K in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.