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BAM Wealth Management’s Amazon AMZN Stock Holding History

BAM 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 		$2.38M Buy
9,975
+2,742
+38% +$688K 1.49% 17
2026
Q1 		$1.51M Sell
7,233
-395
-5% -$87K 1.13% 18
2025
Q4 		$1.76M Buy
7,628
+440
+6% +$101K 1.27% 15
2025
Q3 		$1.58M Buy
+7,188
New +$1.63M 1.22% 16

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

BAM Wealth Management increased its Amazon (AMZN) stake by 38% in Q2 2026, buying an estimated $688K and bringing the position to 9,975 shares worth $2.38M. The position accounts for 1.49% of the portfolio, ranked #17.

BAM Wealth Management first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BAM Wealth Management held 9,975 shares of Amazon worth $2.38M as of Q2 2026.
  • BAM Wealth Management bought 2,742 Amazon shares in Q2 2026, an estimated $688K.
  • Amazon made up 1.49% of BAM Wealth Management's portfolio in Q2 2026, its #17 holding.
  • BAM Wealth Management first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.