BankPlus Wealth Management’s Amazon AMZN Stock Holding History

BankPlus 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	$1.58M	Buy	6,619 +317	+5%	+$79.6K	0.71%	24
2026 Q1	$1.31M	Buy	6,302 +1,859	+42%	+$409K	0.68%	26
2025 Q4	$1.03M	Buy	4,443 +142	+3%	+$32.5K	0.57%	28
2025 Q3	$944K	Buy	4,301 +93	+2%	+$21.1K	0.56%	32
2025 Q2	$923K	Buy	4,208 +108	+3%	+$21.4K	0.61%	29
2025 Q1	$780K	Sell	4,100 -231	-5%	-$50.1K	0.57%	32
2024 Q4	$950K	Buy	+4,331	New	+$886K	0.71%	21

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

BankPlus Wealth Management increased its Amazon (AMZN) stake by 5% in Q2 2026, buying an estimated $79.6K and bringing the position to 6,619 shares worth $1.58M. The position accounts for 0.71% of the portfolio, ranked #24.

BankPlus Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

BankPlus Wealth Management held 6,619 shares of Amazon worth $1.58M as of Q2 2026.
BankPlus Wealth Management bought 317 Amazon shares in Q2 2026, an estimated $79.6K.
Amazon made up 0.71% of BankPlus Wealth Management's portfolio in Q2 2026, its #24 holding.
BankPlus Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.