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Benedict Financial Advisors’s Amazon AMZN Stock Holding History

Benedict Financial 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 		$4.73M Sell
19,856
-189
-0.9% -$47.4K 0.92% 34
2026
Q1 		$4.17M Buy
20,045
+327
+2% +$72K 0.87% 36
2025
Q4 		$4.55M Buy
19,718
+1,120
+6% +$256K 0.96% 33
2025
Q3 		$4.08M Buy
18,598
+275
+2% +$62.2K 0.89% 38
2025
Q2 		$4.02M Buy
18,323
+642
+4% +$127K 0.91% 38
2025
Q1 		$3.36M Sell
17,681
-974
-5% -$211K 0.78% 46
2024
Q4 		$4.09M Buy
18,655
+618
+3% +$126K 0.99% 34
2024
Q3 		$3.36M Sell
18,037
-460
-2% -$83.9K 0.79% 49
2024
Q2 		$3.57M Buy
18,497
+62
+0.3% +$11.4K 0.91% 41
2024
Q1 		$3.33M Sell
18,435
-93
-0.5% -$15.5K 0.84% 46
2023
Q4 		$2.82M Buy
18,528
+76
+0.4% +$10.7K 0.77% 48
2023
Q3 		$2.35M Buy
18,452
+16
+0.1% +$2.14K 0.68% 56
2023
Q2 		$2.4M Sell
18,436
-63
-0.3% -$7.19K 0.66% 54
2023
Q1 		$1.91M Sell
18,499
-601
-3% -$58.1K 0.54% 66
2022
Q4 		$1.6M Sell
19,100
-1,783
-9% -$176K 0.48% 71
2022
Q3 		$2.36M Sell
20,883
-729
-3% -$92.1K 0.76% 50
2022
Q2 		$2.29M Sell
21,612
-2,028
-9% -$254K 0.68% 54
2022
Q1 		$3.85M Buy
23,640
+860
+4% +$133K 1.03% 39
2021
Q4 		$3.8M Sell
22,780
-60
-0.3% -$10.3K 0.99% 42
2021
Q3 		$3.75M Buy
22,840
+160
+0.7% +$27.6K 1.05% 33
2021
Q2 		$3.9M Buy
22,680
+360
+2% +$59.8K 1.08% 32
2021
Q1 		$3.45M Buy
+22,320
New +$3.54M 1% 37

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

Benedict Financial Advisors's AMZN Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Amazon (AMZN) stake by 0.94% in Q2 2026, selling an estimated $47.4K and leaving 19,856 shares worth $4.73M. The position accounts for 0.92% of the portfolio, ranked #34.

Benedict Financial Advisors first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. 1,228 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Benedict Financial Advisors held 19,856 shares of Amazon worth $4.73M as of Q2 2026.
  • Benedict Financial Advisors sold 189 Amazon shares in Q2 2026, an estimated $47.4K.
  • Amazon made up 0.92% of Benedict Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Benedict Financial Advisors first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.