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Baron Wealth Management’s Amazon AMZN Stock Holding History

Baron 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 		$3.68M Buy
15,434
+406
+3% +$102K 0.95% 17
2026
Q1 		$3.13M Buy
15,028
+584
+4% +$129K 0.94% 16
2025
Q4 		$3.33M Buy
14,444
+1,509
+12% +$345K 1.03% 15
2025
Q3 		$2.84M Sell
12,935
-839
-6% -$190K 0.94% 15
2025
Q2 		$3.02M Buy
13,774
+2,346
+21% +$464K 1.07% 14
2025
Q1 		$2.17M Buy
11,428
+697
+6% +$151K 0.96% 14
2024
Q4 		$2.35M Buy
10,731
+728
+7% +$149K 1.11% 14
2024
Q3 		$1.86M Buy
10,003
+122
+1% +$22.3K 0.9% 14
2024
Q2 		$1.91M Buy
9,881
+408
+4% +$75K 0.99% 14
2024
Q1 		$1.71M Buy
9,473
+242
+3% +$40.4K 0.91% 14
2023
Q4 		$1.4M Sell
9,231
-1,260
-12% -$177K 0.77% 15
2023
Q3 		$1.33M Sell
10,491
-705
-6% -$94.5K 0.85% 16
2023
Q2 		$1.46M Buy
11,196
+43
+0.4% +$4.91K 0.93% 16
2023
Q1 		$1.15M Buy
11,153
+1,563
+16% +$151K 0.82% 16
2022
Q4 		$806K Buy
+9,590
New +$947K 0.62% 20

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Baron Wealth Management increased its Amazon (AMZN) stake by 2.7% in Q2 2026, buying an estimated $102K and bringing the position to 15,434 shares worth $3.68M. The position accounts for 0.95% of the portfolio, ranked #17.

Baron Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Baron Wealth Management held 15,434 shares of Amazon worth $3.68M as of Q2 2026.
  • Baron Wealth Management bought 406 Amazon shares in Q2 2026, an estimated $102K.
  • Amazon made up 0.95% of Baron Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Baron Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.