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Benchmark Financial Wealth Advisors’s Amazon AMZN Stock Holding History

Benchmark Financial Wealth Advisors’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 		$4.13M Sell
17,336
-898
-5% -$225K 1.02% 29
2026
Q1 		$3.8M Buy
18,234
+1,028
+6% +$226K 1.05% 27
2025
Q4 		$3.97M Sell
17,206
-1,775
-9% -$406K 1.14% 24
2025
Q3 		$4.17M Buy
18,981
+282
+2% +$63.8K 1.25% 22
2025
Q2 		$4.1M Sell
18,699
-153
-0.8% -$30.3K 1.36% 21
2025
Q1 		$3.59M Sell
18,852
-1,147
-6% -$249K 1.35% 21
2024
Q4 		$4.39M Sell
19,999
-530
-3% -$108K 1.41% 18
2024
Q3 		$3.83M Sell
20,529
-527
-3% -$96.2K 1.28% 19
2024
Q2 		$4.07M Buy
21,056
+107
+0.5% +$19.7K 1.51% 18
2024
Q1 		$3.78M Sell
20,949
-416
-2% -$69.4K 1.44% 19
2023
Q4 		$3.25M Sell
21,365
-961
-4% -$135K 1.4% 18
2023
Q3 		$2.84M Sell
22,326
-119
-0.5% -$15.9K 1.33% 19
2023
Q2 		$2.93M Buy
22,445
+166
+0.7% +$19K 1.36% 17
2023
Q1 		$2.3M Sell
22,279
-523
-2% -$50.5K 1.18% 17
2022
Q4 		$1.92M Sell
22,802
-161
-0.7% -$15.9K 1.04% 18
2022
Q3 		$2.6M Sell
22,963
-1,288
-5% -$163K 1.53% 17
2022
Q2 		$2.58M Buy
24,251
+2,711
+13% +$339K 1.32% 20
2022
Q1 		$3.51M Sell
21,540
-300
-1% -$46.4K 1.49% 19
2021
Q4 		$3.64M Buy
21,840
+1,180
+6% +$202K 1.52% 17
2021
Q3 		$3.39M Buy
20,660
+180
+0.9% +$31K 1.61% 17
2021
Q2 		$3.52M Sell
20,480
-300
-1% -$49.9K 1.68% 16
2021
Q1 		$3.21M Sell
20,780
-8,400
-29% -$1.33M 1.75% 16
2020
Q4 		$4.75M Buy
29,180
+400
+1% +$63.8K 2.61% 13
2020
Q3 		$4.53M Buy
28,780
+4,040
+16% +$637K 2.92% 12
2020
Q2 		$3.41M Sell
24,740
-1,900
-7% -$229K 2.51% 13
2020
Q1 		$2.6M Sell
26,640
-980
-4% -$94.9K 2.61% 10
2019
Q4 		$2.55M Buy
27,620
+4,380
+19% +$388K 2.11% 11
2019
Q3 		$2.02M Sell
23,240
-2,180
-9% -$202K 1.98% 10
2019
Q2 		$2.41M Buy
25,420
+520
+2% +$48.4K 2.35% 9
2019
Q1 		$2.22M Buy
24,900
+40
+0.2% +$3.33K 2.32% 9
2018
Q4 		$1.87M Buy
+24,860
New +$2.07M 2.31% 9

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Benchmark Financial Wealth Advisors's AMZN Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Amazon (AMZN) stake by 4.9% in Q2 2026, selling an estimated $225K and leaving 17,336 shares worth $4.13M. The position accounts for 1.02% of the portfolio, ranked #29.

Benchmark Financial Wealth Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q4 2020. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 17,336 shares of Amazon worth $4.13M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 898 Amazon shares in Q2 2026, an estimated $225K.
  • Amazon made up 1.02% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • Benchmark Financial Wealth Advisors's Amazon position peaked at $4.75M in Q4 2020.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.