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Approach Retirement Advisors’s Amazon AMZN Stock Holding History

Approach Retirement Advisors’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 		$258K Sell
1,081
-54
-5% -$13.6K 0.19% 76
2026
Q1 		$236K Buy
1,135
+265
+30% +$58.3K 0.2% 75
2025
Q4 		$201K Buy
+870
New +$199K 0.17% 78

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Approach Retirement Advisors's AMZN Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Amazon (AMZN) stake by 4.8% in Q2 2026, selling an estimated $13.6K and leaving 1,081 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #76.

Approach Retirement Advisors first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 3,548 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Approach Retirement Advisors held 1,081 shares of Amazon worth $258K as of Q2 2026.
  • Approach Retirement Advisors sold 54 Amazon shares in Q2 2026, an estimated $13.6K.
  • Amazon made up 0.19% of Approach Retirement Advisors's portfolio in Q2 2026, its #76 holding.
  • Approach Retirement Advisors first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 3,548 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.