AAS
AMZN icon

Annex Advisory Services’s Amazon AMZN Stock Holding History

Annex Advisory Services’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 		$84.6M Sell
354,980
-117,805
-25% -$29.6M 1.44% 20
2026
Q1 		$98.5M Buy
472,785
+11,964
+3% +$2.63M 1.85% 12
2025
Q4 		$106M Buy
460,821
+29,823
+7% +$6.82M 2.03% 10
2025
Q3 		$94.6M Buy
430,998
+22,521
+6% +$5.1M 2.01% 12
2025
Q2 		$89.6M Buy
408,477
+70,022
+21% +$13.9M 2.16% 11
2025
Q1 		$64.4M Buy
338,455
+89,294
+36% +$19.4M 1.83% 14
2024
Q4 		$54.7M Buy
249,161
+35,686
+17% +$7.3M 1.65% 14
2024
Q3 		$39.8M Buy
213,475
+24,807
+13% +$4.53M 1.27% 14
2024
Q2 		$36.5M Buy
188,668
+16,078
+9% +$2.95M 1.28% 12
2024
Q1 		$31.1M Buy
172,590
+19,478
+13% +$3.25M 1.11% 17
2023
Q4 		$23.3M Buy
153,112
+19,942
+15% +$2.8M 0.97% 23
2023
Q3 		$16.9M Buy
133,170
+33,559
+34% +$4.5M 1.02% 22
2023
Q2 		$13M Buy
99,611
+3,247
+3% +$371K 0.72% 30
2023
Q1 		$9.95M Buy
96,364
+6,395
+7% +$618K 0.53% 33
2022
Q4 		$7.56M Buy
89,969
+3,126
+4% +$309K 0.43% 39
2022
Q3 		$9.81M Buy
86,843
+14,642
+20% +$1.85M 0.66% 27
2022
Q2 		$7.67M Buy
72,201
+2,181
+3% +$273K 0.55% 32
2022
Q1 		$11.4M Buy
70,020
+3,780
+6% +$584K 0.84% 20
2021
Q4 		$11M Buy
66,240
+2,920
+5% +$500K 0.76% 19
2021
Q3 		$10.4M Buy
63,320
+1,680
+3% +$290K 0.85% 17
2021
Q2 		$10.6M Buy
61,640
+3,140
+5% +$522K 0.86% 17
2021
Q1 		$9.05M Buy
58,500
+2,520
+5% +$399K 0.87% 16
2020
Q4 		$9.12M Buy
55,980
+34,220
+157% +$5.46M 0.89% 16
2020
Q3 		$3.43M Sell
21,760
-3,640
-14% -$574K 0.44% 26
2020
Q2 		$3.5M Sell
25,400
-2,360
-9% -$285K 0.49% 22
2020
Q1 		$2.71M Buy
27,760
+10,260
+59% +$993K 0.38% 26
2019
Q4 		$1.62M Sell
17,500
-2,060
-11% -$182K 0.2% 59
2019
Q3 		$1.7M Buy
19,560
+7,960
+69% +$738K 0.23% 52
2019
Q2 		$1.1M Buy
11,600
+1,740
+18% +$162K 0.15% 65
2019
Q1 		$878K Sell
9,860
-1,460
-13% -$121K 0.13% 69
2018
Q4 		$850K Buy
11,320
+560
+5% +$46.6K 0.13% 73
2018
Q3 		$1.08M Buy
10,760
+1,920
+22% +$181K 0.17% 67
2018
Q2 		$751K Buy
8,840
+20
+0.2% +$1.59K 0.13% 74
2018
Q1 		$638K Buy
8,820
+500
+6% +$35.8K 0.12% 79
2017
Q4 		$486K Buy
8,320
+1,320
+19% +$72.6K 0.09% 77
2017
Q3 		$336K Buy
7,000
+2,100
+43% +$103K 0.07% 89
2017
Q2 		$237K Buy
+4,900
New +$234K 0.05% 112

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Annex Advisory Services's AMZN Position: Q2 2026 in Review

Annex Advisory Services reduced its Amazon (AMZN) stake by 25% in Q2 2026, selling an estimated $29.6M and leaving 354,980 shares worth $84.6M. The position accounts for 1.44% of the portfolio, ranked #20.

Annex Advisory Services first reported a position in AMZN in Q2 2017 and has held it in 37 quarters since. The position peaked at $106M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Annex Advisory Services held 354,980 shares of Amazon worth $84.6M as of Q2 2026.
  • Annex Advisory Services sold 117,805 Amazon shares in Q2 2026, an estimated $29.6M.
  • Amazon made up 1.44% of Annex Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Annex Advisory Services first reported a position in Amazon in Q2 2017 and has held it in 37 quarters since.
  • Annex Advisory Services's Amazon position peaked at $106M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.