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Atwood & Palmer’s Amazon AMZN Stock Holding History

Atwood & Palmer’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 		$2.24M Buy
9,387
+230
+3% +$57.7K 0.12% 69
2026
Q1 		$1.91M Sell
9,157
-20
-0.2% -$4.4K 0.11% 73
2025
Q4 		$2.12M Sell
9,177
-444
-5% -$102K 0.12% 65
2025
Q3 		$2.11M Buy
9,621
+100
+1% +$22.6K 0.12% 63
2025
Q2 		$2.09M Buy
9,521
+251
+3% +$49.7K 0.13% 63
2025
Q1 		$1.76M Buy
9,270
+1,924
+26% +$418K 0.12% 73
2024
Q4 		$1.61M Buy
7,346
+27
+0.4% +$5.52K 0.11% 72
2024
Q3 		$1.36M Hold
7,319
– – 0.09% 76
2024
Q2 		$1.41M Sell
7,319
-231
-3% -$42.4K 0.11% 70
2024
Q1 		$1.36M Buy
7,550
+141
+2% +$23.5K 0.1% 69
2023
Q4 		$1.13M Sell
7,409
-831
-10% -$116K 0.09% 75
2023
Q3 		$1.05M Hold
8,240
– – 0.09% 75
2023
Q2 		$1.07M Buy
8,240
+420
+5% +$48K 0.1% 82
2023
Q1 		$808K Buy
7,820
+40
+0.5% +$3.87K 0.08% 85
2022
Q4 		$654K Sell
7,780
-200
-3% -$19.8K 0.06% 105
2022
Q3 		$902K Sell
7,980
-2,400
-23% -$303K 0.09% 88
2022
Q2 		$1.1M Buy
10,380
+1,200
+13% +$150K 0.11% 76
2022
Q1 		$1.5M Sell
9,180
-40
-0.4% -$6.18K 0.13% 72
2021
Q4 		$1.54M Sell
9,220
-280
-3% -$47.9K 0.13% 71
2021
Q3 		$1.56M Buy
9,500
+120
+1% +$20.7K 0.14% 69
2021
Q2 		$1.61M Buy
9,380
+1,800
+24% +$299K 0.14% 71
2021
Q1 		$1.17M Hold
7,580
– – 0.11% 73
2020
Q4 		$1.23M Hold
7,580
– – 0.13% 70
2020
Q3 		$1.19M Sell
7,580
-420
-5% -$66.2K 0.15% 64
2020
Q2 		$1.1M Hold
8,000
– – 0.15% 63
2020
Q1 		$780K Buy
8,000
+740
+10% +$71.6K 0.12% 71
2019
Q4 		$671K Sell
7,260
-800
-10% -$70.8K 0.09% 75
2019
Q3 		$700K Sell
8,060
-500
-6% -$46.4K 0.09% 74
2019
Q2 		$810K Sell
8,560
-720
-8% -$67.1K 0.11% 76
2019
Q1 		$826K Hold
9,280
– – 0.12% 71
2018
Q4 		$697K Sell
9,280
-1,000
-10% -$83.1K 0.11% 74
2018
Q3 		$1.03M Sell
10,280
-600
-6% -$56.4K 0.13% 68
2018
Q2 		$925K Sell
10,880
-2,160
-17% -$171K 0.13% 67
2018
Q1 		$944K Sell
13,040
-120
-0.9% -$8.58K 0.13% 68
2017
Q4 		$770K Buy
13,160
+5,520
+72% +$304K 0.11% 72
2017
Q3 		$367K Sell
7,640
-980
-11% -$48.1K 0.05% 98
2017
Q2 		$417K Hold
8,620
– – 0.07% 91
2017
Q1 		$382K Hold
8,620
– – 0.06% 89
2016
Q4 		$323K Buy
8,620
+1,060
+14% +$41.5K 0.06% 89
2016
Q3 		$317K Buy
7,560
+1,560
+26% +$59.7K 0.06% 90
2016
Q2 		$215K Hold
6,000
– – 0.04% 107
2016
Q1 		$178K Sell
6,000
-2,700
-31% -$76.6K 0.03% 117
2015
Q4 		$294K Buy
8,700
+2,620
+43% +$82.6K 0.06% 108
2015
Q3 		$156K Buy
6,080
+1,480
+32% +$37.4K 0.03% 129
2015
Q2 		$100K Buy
4,600
+600
+15% +$12.5K 0.02% 161
2015
Q1 		$74K Hold
4,000
– – 0.01% 172
2014
Q4 		$63K Hold
4,000
– – 0.01% 189
2014
Q3 		$64K Hold
4,000
– – 0.01% 192
2014
Q2 		$65K Buy
+4,000
New +$63.3K 0.02% 179

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Atwood & Palmer's AMZN Position: Q2 2026 in Review

Atwood & Palmer increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $57.7K and bringing the position to 9,387 shares worth $2.24M. The position accounts for 0.12% of the portfolio, ranked #69.

Atwood & Palmer first reported a position in AMZN in Q2 2014 and has held it in 49 quarters since. 1,436 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Atwood & Palmer held 9,387 shares of Amazon worth $2.24M as of Q2 2026.
  • Atwood & Palmer bought 230 Amazon shares in Q2 2026, an estimated $57.7K.
  • Amazon made up 0.12% of Atwood & Palmer's portfolio in Q2 2026, its #69 holding.
  • Atwood & Palmer first reported a position in Amazon in Q2 2014 and has held it in 49 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.