AWM
AMZN icon

Athena Wealth Management’s Amazon AMZN Stock Holding History

Athena 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 		$3.12M Buy
13,110
+4,194
+47% +$1.05M 2.32% 6
2026
Q1 		$1.86M Buy
8,916
+904
+11% +$199K 1.52% 10
2025
Q4 		$1.85M Buy
+8,012
New +$1.83M 1.8% 6

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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

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

Athena Wealth Management increased its Amazon (AMZN) stake by 47% in Q2 2026, buying an estimated $1.05M and bringing the position to 13,110 shares worth $3.12M. The position accounts for 2.32% of the portfolio, ranked #6.

Athena Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Athena Wealth Management held 13,110 shares of Amazon worth $3.12M as of Q2 2026.
  • Athena Wealth Management bought 4,194 Amazon shares in Q2 2026, an estimated $1.05M.
  • Amazon made up 2.32% of Athena Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Athena Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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