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Baker Tilly Wealth Management’s Amazon AMZN Stock Holding History

Baker Tilly 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 		$6.46M Buy
27,119
+1,210
+5% +$304K 1.37% 17
2026
Q1 		$5.4M Sell
25,909
-2,064
-7% -$454K 1.31% 18
2025
Q4 		$6.46M Buy
27,973
+1,201
+4% +$275K 1.59% 16
2025
Q3 		$5.88M Buy
26,772
+209
+0.8% +$47.3K 1.33% 21
2025
Q2 		$5.83M Sell
26,563
-800
-3% -$158K 2.08% 10
2025
Q1 		$5.21M Buy
27,363
+433
+2% +$94K 2.04% 10
2024
Q4 		$5.91M Buy
26,930
+8
+0% +$1.64K 2.32% 8
2024
Q3 		$5.02M Sell
26,922
-3,735
-12% -$681K 2.22% 7
2024
Q2 		$5.92M Sell
30,657
-51,907
-63% -$9.54M 2.42% 7
2024
Q1 		$14.9M Sell
82,564
-5,827
-7% -$973K 2.69% 5
2023
Q4 		$13.4M Sell
88,391
-10,364
-10% -$1.45M 2.2% 7
2023
Q3 		$12.6M Sell
98,755
-83,962
-46% -$11.3M 2.07% 8
2023
Q2 		$23.8M Sell
182,717
-1,529
-0.8% -$175K 2.5% 5
2023
Q1 		$19M Buy
184,246
+10,898
+6% +$1.05M 2.14% 5
2022
Q4 		$14.6M Buy
173,348
+4,976
+3% +$492K 1.79% 5
2022
Q3 		$19M Sell
168,372
-5,284
-3% -$668K 2.59% 6
2022
Q2 		$18.4M Buy
173,656
+26,896
+18% +$3.37M 2.42% 5
2022
Q1 		$23.9M Buy
146,760
+17,000
+13% +$2.63M 2.65% 5
2021
Q4 		$21.6M Buy
129,760
+23,140
+22% +$3.96M 2.32% 6
2021
Q3 		$17.5M Buy
106,620
+28,620
+37% +$4.94M 2.31% 5
2021
Q2 		$13.4M Buy
78,000
+4,940
+7% +$821K 2.16% 6
2021
Q1 		$11.3M Buy
73,060
+42,120
+136% +$6.68M 2.31% 5
2020
Q4 		$5.04M Buy
+30,940
New +$4.94M 1.56% 7

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
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Baker Tilly Wealth Management's AMZN Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Amazon (AMZN) stake by 4.7% in Q2 2026, buying an estimated $304K and bringing the position to 27,119 shares worth $6.46M. The position accounts for 1.37% of the portfolio, ranked #17.

Baker Tilly Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.9M in Q1 2022. 1,856 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Baker Tilly Wealth Management held 27,119 shares of Amazon worth $6.46M as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,210 Amazon shares in Q2 2026, an estimated $304K.
  • Amazon made up 1.37% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Baker Tilly Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Amazon position peaked at $23.9M in Q1 2022.
  • 1,856 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.