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Axxcess Wealth Management’s Amazon AMZN Stock Holding History

Axxcess 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 		$81.2M Buy
342,342
+14,642
+4% +$3.68M 1.29% 12
2026
Q1 		$67.9M Sell
327,700
-19,018
-5% -$4.19M 2.18% 11
2025
Q4 		$79.6M Buy
346,718
+50,130
+17% +$11.5M 1.38% 9
2025
Q3 		$65.1M Buy
296,588
+17,143
+6% +$3.88M 1.38% 12
2025
Q2 		$61.3M Buy
279,445
+7,518
+3% +$1.49M 1.43% 12
2025
Q1 		$51.7M Buy
271,927
+6,556
+2% +$1.42M 1.37% 15
2024
Q4 		$58.2M Buy
265,371
+2,684
+1% +$549K 1.4% 12
2024
Q3 		$48.9M Buy
262,687
+7,203
+3% +$1.31M 1.2% 17
2024
Q2 		$49.4M Buy
255,484
+14,774
+6% +$2.71M 1.31% 16
2024
Q1 		$43.4M Buy
240,710
+14,081
+6% +$2.35M 1.19% 16
2023
Q4 		$34.4M Buy
226,629
+18,071
+9% +$2.53M 1% 18
2023
Q3 		$26.5M Buy
208,558
+91,958
+79% +$12.3M 0.9% 24
2023
Q2 		$15.1M Sell
116,600
-25,659
-18% -$2.93M 1.09% 14
2023
Q1 		$14.7M Buy
142,259
+12,943
+10% +$1.25M 1.11% 10
2022
Q4 		$10.9M Buy
129,316
+6,619
+5% +$654K 0.9% 17
2022
Q3 		$13.9M Buy
122,697
+9,860
+9% +$1.25M 1.31% 12
2022
Q2 		$12M Buy
112,837
+2,297
+2% +$287K 1.1% 12
2022
Q1 		$18M Buy
110,540
+4,140
+4% +$640K 1.41% 10
2021
Q4 		$17.7M Buy
+106,400
New +$18.2M 1.29% 12

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

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

Axxcess Wealth Management increased its Amazon (AMZN) stake by 4.5% in Q2 2026, buying an estimated $3.68M and bringing the position to 342,342 shares worth $81.2M. The position accounts for 1.29% of the portfolio, ranked #12.

Axxcess Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Axxcess Wealth Management held 342,342 shares of Amazon worth $81.2M as of Q2 2026.
  • Axxcess Wealth Management bought 14,642 Amazon shares in Q2 2026, an estimated $3.68M.
  • Amazon made up 1.29% of Axxcess Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Axxcess Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.