Bannerman Wealth Management Group’s Amazon AMZN Stock Holding History

Bannerman Wealth Management Group’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	$1.39M	Buy	5,838 +440	+8%	+$110K	0.81%	15
2026 Q1	$1.12M	Buy	5,398 +53	+1%	+$11.7K	0.76%	16
2025 Q4	$1.23M	Buy	5,345 +302	+6%	+$69.1K	0.87%	15
2025 Q3	$1.11M	Buy	5,043 +104	+2%	+$23.5K	0.82%	16
2025 Q2	$1.08M	Sell	4,939 -2,328	-32%	-$461K	0.83%	16
2025 Q1	$1.38M	Buy	7,267 +227	+3%	+$49.3K	1.13%	14
2024 Q4	$1.54M	Buy	+7,040	New	+$1.44M	1.28%	14

Other funds holding AMZN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Bannerman Wealth Management Group's AMZN Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Amazon (AMZN) stake by 8.2% in Q2 2026, buying an estimated $110K and bringing the position to 5,838 shares worth $1.39M. The position accounts for 0.81% of the portfolio, ranked #15.

Bannerman Wealth Management Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2024. 3,005 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Bannerman Wealth Management Group held 5,838 shares of Amazon worth $1.39M as of Q2 2026.
Bannerman Wealth Management Group bought 440 Amazon shares in Q2 2026, an estimated $110K.
Amazon made up 0.81% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #15 holding.
Bannerman Wealth Management Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Bannerman Wealth Management Group's Amazon position peaked at $1.54M in Q4 2024.
3,005 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.